What We Believe

See How Our R.I.S.K. Blueprint™ Can Benefit Your Financial Future

Welcome to Rosell Wealth Management. We are an independent financial planning and wealth management firm based in Bend, Oregon. Since 2001 we have specialized in helping affluent individuals transition smoothly into retirement. Our approach can be summarized in three words – Relationships, Resources & Results.

Relationships

Relationships are the foundation of everything we do. Here in Central Oregon this means developing and nurturing relationships built on trust and transparency, with care and concern for our clients’ best interest. We understand that every individual’s financial priorities are unique and personal — such as planning for retirement, distributing your wealth as an income stream, saving for a grandchild’s education and even transferring your wealth in the most tax efficient manner.

Resources

As a Member Office of ValMark Securities, we have direct and immediate access to the powerful resources of one of the nation's leading independent broker dealers. This brain trust of people, all committed to using only the highest rated investment and insurance companies means we have the strength in resources to help you live the life you've always imagined.

Results

Our focus is on quality planning, execution and making adjustments as needed along the way. We make the following pledge to you. If our R.I.S.K. Blueprint™ does not meet or surpass your expectations, your planning fee will be refunded in full, period. It’s that simple.