Rosel Wealth Management
Established • Disciplined • Independent
Clarity for Complex Financial Lives. We work with high-net-worth individuals and families navigating significant financial decisions, helping simplify complexity, reduce friction, and make better decisions over time through a disciplined, integrated approach.
About
Rosel Wealth Management, LLC is a Registered Investment Adviser offering comprehensive financial and wealth management services tailored for high-net-worth individuals and families. The firm specializes in investment advising, portfolio management, financial and retirement planning, tax planning, estate planning, business sale and transition planning, and real estate and complex asset integration.
With a disciplined, integrated approach, Rosel Wealth Management helps clients navigate complex financial decisions, aligning investments, taxes, and estate structures into a cohesive strategy for long-term success. The firm is founded by Eric Rosel, who brings firsthand experience in business ownership, real estate, and liquidity events, ensuring a deep understanding of the challenges faced by clients. Services are delivered through a long-term relationship model, focusing on thoughtful, experienced guidance rather than transactional advice.
Services
Investment Advising & Portfolio Management
Coordinated investment strategy aligned with clients' long-term goals, tax considerations, and overall financial plan.
Financial & Retirement Planning
Coordinating investments, income, and long-term goals into a clear plan from accumulation through retirement.
Tax Planning
Proactive tax strategy integrated across investments, income, and major financial decisions.
Estate Planning
Aligning estate structures with the broader financial strategy in coordination with experienced legal counsel.
Business Sale & Transition Planning
Guidance before, during, and after a liquidity event, helping align decisions with long-term outcomes.
Real Estate & Complex Assets
Integrating real estate and concentrated positions into the broader financial strategy.
