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Roxell Wealth serves individuals, families, pre-retirees, retirees, mid-career professionals, small business owners, and employers across multiple 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 combines years of experience with a client-centered culture emphasizing leading with heart, unyielding integrity, and obsession over client success. The firm offers integrated services from investments to retirement planning and employer plans with a boutique, relationship-driven approach.
Our investment management includes personalized portfolio design, asset allocation strategy, risk assessment and mitigation, tax-efficient investing, and ongoing performance monitoring and reporting, all aligned with your goals and risk tolerance.
Yes, we provide comprehensive retirement planning including income strategy, Social Security optimization, retirement goal setting, and tax-aware distribution planning to help clients transition confidently from accumulation to retirement.
Yes, our comprehensive financial planning covers cash flow and budgeting, debt management, estate planning coordination, insurance needs analysis, and tax planning strategies tailored to your entire financial picture.
We assist employers with 401(k) plan services and ongoing support, including coordination with the plan providers and other service providers, to help employers manage their plan responsibilities and support employee retirement goals.
We offer education expense forecasting, education funding strategies, and 529 college savings plan guidance to help families plan and save effectively for future educational costs.
Yes, Roxell Wealth operates under a fiduciary standard, which means we are obligated to act in your best interest.
You can easily book a free, no-obligation consultation online through our website, which syncs with Doug Moss's calendar for convenient virtual or in-person meetings.
Our office is based in Oakland, California, serving clients throughout the San Francisco Bay area, California and many other states primarily through virtual meetings for convenience and accessibility.
Financial progress varies based on each client's circumstances and goals. Our planning process is designed to provide greater clarity and peace of mind. Investment and retirement strategies are reviewed regularly and adjusted as appropriate to help keep clients aligned with their goals.
We operate on a transparent, fee-based model aligned with fiduciary principles. Specific fee details are discussed during the consultation to provide clarity regarding the fees associated with our services.
Gather recent financial documents such as investment statements, retirement account details, income information, and a list of financial goals or concerns to help us provide tailored advice from the start.
Yes, we provide guidance on rolling over 401(k)s and IRAs, including Roth conversions, to ensure these decisions align with your overall financial plan and tax situation.