MorganRosel Wealth Management

MorganRosel Wealth Management

MorganRosel Wealth Management was established in 2017 by Eric Rosel and David Morgan in Highlands Ranch, Colorado. The firm operated as a single registered investment adviser serving individuals and high-net-worth clients, combining financial planning, portfolio management, and estate planning under one regulatory umbrella. The shared practice was not a formal merger of two independent firms but a joint venture, with each principal maintaining a distinct client roster. The firm's advisory model centered on personal financial planning and asset management for families and businesses, with each founder managing separate client relationships. The website's current split-screen navigation — a Rosel Wealth Management path and a Heirloom Wealth Management path — confirms that the investment programs were always bifurcated. No pooled fund vehicles, institutional separate accounts, or multi-generational family-office structures are disclosed. Services list the standard RIA triad of planning, portfolio construction, and estate coordination, with no specialty in alternatives, direct deals, or venture. The dissolution into two practices, Rosel Wealth Management LLC and Heirloom Wealth Management LLC, marks the end of the MorganRosel brand as an operating entity. Both successors remain registered investment advisers. No public data on total assets, team size, or office footprint is available. The transition appears on every page of the website with identical language, signaling a clean split with no ongoing shared infrastructure. The firm's structural differentiator is its birth and end as a partnership of equals who never pooled their books. Most RIA breakups involve employee departures or book sales; here, two founders are taking equal client segments into identically structured successor firms, making the dissolution a symmetrical unwinding rather than a fracture.