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Roell Capital Management LLC
Roell Capital Management is a boutique financial planning and wealth management firm located in the heart of Milwaukee, Wisconsin. Situated at 330 E. Kilbourn Avenue, Suite 1277, the firm specializes in serving rising leaders, corporate executives, and business owners with tailored financial strategies. Roell Capital Management offers a comprehensive suite of services, including fee-based financial planning, investment advisory services, and risk management. Their client-centric approach ensures that each financial plan is customized to align with individual goals and circumstances. Clients benefit from access to advanced wealth management tools such as eMoney, MorningStar Investment Management, and MassMutual Trust Company, facilitating informed decision-making and financial clarity.