MY Wealth Planners

Morgan Rosel is your trusted partner and comprehensive resource for personalized wealth management, thorough estate and tax planning, and fiduciary investment advice. They help take the stress and uncertainty out of retirement planning by delivering confidence and clarity to your financial well-being. Their experienced team of financial advisors provides a disciplined, data-driven approach to managing your wealth that encompasses your entire financial picture while focusing on your family goals and personal values. The team at Morgan Rosel consists of CERTIFIED FINANCIAL PLANNERS™ and fiduciary investment advisors, as well as access to trusted partners including CPAs, estate planners, and mortgage lenders.

Our story is about our clients and the commitment we have to improve their lives. Founded by Terry Hefty in 1994 and registered as an Investment Advisor with the SEC in 1996, our mission has always been to empower families and individuals by building relationships of trust around personalized financial advice. We pride ourselves on helping families and investors formulate and execute a plan to reach their personal goals, protect their wealth, and feel secure in their financial future. Our clients lead full, busy lives, so we dig in, plan, execute, and through it all provide guidance, support, and peace of mind. In practice, the Peak approach is built on a foundation with three components: Structure, Strategy, and Discipline. Every client