Rosel Wealth Management, LLC

Rosel Wealth Management advises individuals, high‑net‑worth families, estates, trusts, retirement plans, and corporate or institutional clients, offering discretionary and non‑discretionary investment management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm also facilitates legacy and estate‑planning document preparation through a third‑party platform, refers to independent third‑party money managers when appropriate, and uses a third‑party service (Pontera) to implement strategies on held‑away accounts such as 401(k)s and 529 plans.

Portfolios are built from individual stocks, bonds, ETFs, mutual funds, options and alternative investments and are regularly monitored and rebalanced to align with client objectives and risk tolerance; the firm applies a mix of fundamental, technical, quantitative and sector analysis in its investment process. The brochure discloses that the firm employs derivatives and, in some separately managed accounts, permits borrowing including securities‑backed lines of credit and futures/options to implement tactical positions or hedges.

Distinctive features relative to peers include an atypically large amount of assets per advisory professional—managing roughly $630 million with two advisory personnel—and sponsorship of a wrap fee program while also operating as an insurance broker/agent. The firm also discloses the use of paid endorsements and participation in promotional activities with custodial partners, and its combination of wrap‑sponsorship, insurance licensing, and active use of derivatives and borrowing in SMAs is uncommon among similar team firms.