About Rosel Wealth Management
Morgan Rosel Wealth Management specializes in helping high-net-worth individuals and families with their financial goals through personalized services like wealth management, estate planning, and tax planning. The experienced team of local financial advisors and CERTIFIED FINANCIAL PLANNERS takes a holistic approach, focusing on each client's unique financial situation and family values. Clients appreciate the comprehensive financial planning and data-driven investment advice, which support their retirement plans. Reviews highlight the effective management of investments, even during market fluctuations. One client noted successful retirement planning, including advice to delay Social Security benefits until age 70, resulting in enjoyable living expenses without significant financial strain. Another praised the professionalism and intelligence of the advisors, who consistently deliver strong returns. Retired clients express gratitude for the guidance, quick responses, and care taken to protect their finances for future generations. Overall, Morgan Rosel Wealth Management earns high recommendations for its commitment to client success and financial well-being.
I first invested a large portion of my 401K money with David & Eric in 2015. After I retired in 2018 I then took a lump sum payout on my pension and rolled it into my 401K which I then transferred all of it in with my previous investment with them. They had us fill out a retirement budget and we then sat down with them and it was slightly higher percentage wise than they suggested but they went with it. They also suggested that I hold off on taking SS until I was 70 which I have done. My wife & I have lived and vacationed on that investment for 5 years and it has only cost us $16,000 per year! They have managed our money through the up's & downs of the markets and have...read full review
As a retired couple, our goal is to enjoy life, but also plan and protect our finances for our children and grandchildren. We appreciate David and Eric for their guidance, direction, and quick response.
We have been relying on Morgan Rosel for management of our retirement funds for about 10 years. We reside several states away so we do much of our communication by phone. On multiple occasions we have had both Dave and Eric on the phone at the same time, reviewing our progress and plan and discussing options they recommend. Their staff is always very friendly and efficient to accommodate any request we may have. We continue to have full confidence in the whole team as they strive hard to keep our best interest as the goal.