Rosell Wealth Management is a fiduciary wealth management firm based in Bend, Oregon. The company specializes in creating customized financial plans and managing investment portfolios for a select group of individuals, families, and business owners. As a fee-only advisor, their compensation comes directly from clients, not from commissions on products sold, which aligns their interests with those of their clients. Their services cover key areas such as retirement planning, investment management, tax strategies, estate planning, and insurance analysis.

Founded in

United States