I created Roxell Wealth so clients could have one caring, fiduciary advisor who truly knows their story and puts their interests first.
I lead with heart, keep my word, and measure success by your financial peace. If that approach speaks to you, I invite you to learn more about my background and values.Over those decades, I saw how much stress and confusion people carry around finances.
Where I simplify your financial life and help connect your money with your goals. With over 40 years of experience, I bring calm, clarity, and honest guidance to every conversation.
Most meetings are online, with in person options when helpful. Take a look around and see how I can help you move toward genuine financial peace.
Welcome to Roxell Wealth where our goal is simplify your financial life and help connect your money with your goals. With over 40 years of experience, founder and Principal Doug Moss brings calmness, clarity, and honest guidance to every conversation.
Doug leads with heart, keeps his word, and measures success by your financial peace.
Roxell Wealth was created so clients could have one caring, fiduciary advisor who truly knows their story and puts their interests first. And the name was inspired by my founder Doug Moss' young adults, daughter Roxy and son Ellis.
For many, wealth management is centered around children to create a lasting legacy, ensure financial security, and foster responsible stewardship of assets. Roxy and Ellis are his daily inspiration!
Roxell Wealth is named after my children, Roxy and Ellis. For many, wealth management is about creating a legacy, ensuring financial security, and passing down values responsibly.
Roxy and Ellis inspire me daily and are the motivation behind everything I do.
Roxell Wealth serves individuals, families, pre-retirees, retirees, mid-career professionals, small business owners, and employers across the United States seeking fiduciary wealth management and personalized financial advisory services.
Clients work directly with founder Doug Moss, who provides a single point of contact fiduciary relationship. This allows for deep understanding of each client's unique financial situation, goals, and values, enabling fully tailored advice and ongoing support.
Roxell Wealth operates under a fiduciary standard, which means we are legally and ethically obligated to act in your best interest at all times, without conflicts of interest or product sales commissions.
Our office is based in
and we serve clients nationwide throughout the United States primarily through virtual meetings for convenience and accessibility.
Doug is deeply committed to both his role in the community and to his profession. He believes in taking action intended to repair and improve the world. He is a Financial Advisor for his "day job" where he Guides clients to financial peace.
When not working with clients he gives his time and energy as a member of the Board of Directors of Trips For Kids Bay Area Trips which helps kids from under-resourced communities discover the joy of biking, healthy living, and the outdoors.
He is active participant in many communities: his temple, as a regular volunteer with the Alameda County Food Bank, City Teams and he leads an annual One Warm Coat Drive. He coached youth sports teams for ten years and still plays on a softball team.
When not working or volunteering you can find him playing a round on a Disc Golf course, biking or hiking on a trail or at a baseball game somewhere in the San Francisco Bay area where he resides.
Roxell Wealth serves individuals, families, pre-retirees, retirees, mid-career professionals, small business owners, and employers across the United States seeking fiduciary wealth management and personalized financial advisory services.
Clients work directly with founder Doug Moss, who provides a single point of contact fiduciary relationship. This allows for a deep understanding of each client’s unique financial situation, goals, and values, enabling fully tailored advice and ongoing support.
Roxell Wealth operates under a fiduciary standard, meaning we are legally and ethically obligated to act in your best interest at all times, without conflicts of interest or product sales commissions.
The firm is based in Oakland, California, and serves clients nationwide, primarily through virtual meetings for convenience and accessibility.
I lead with heart, keep my word, and measure success by your financial peace. If that approach speaks to you, I invite you to learn more about my background and values.Over those decades, I saw how much stress and confusion people carry around finances.
I created Roxell Wealth so clients could have one caring, fiduciary advisor who truly knows their story and puts their interests first.