Exemplar Wealth Advisors

12/19/2025

✨ Big News ✨
Rosell Wealth Management is evolving — we’re excited to introduce our rebrand to Exemplar Wealth Advisors.

Our refreshed brand reflects the remarkable clients we serve and how we aspire to be. The word “exemplar” means a model worth emulating — and that spirit is inspired daily by our thoughtful, engaged clients who are focused on truly MAKING IT COUNT.

As Bend continues to be a leader in small-business growth, we’re also proud to introduce the 6% Advantage™, our process designed to help business owners prepare for a successful exit — strengthening our ability to deliver innovative strategies focused on tax efficiency and legacy planning.

And we’re thrilled to announce that Emma James is now officially a partner in the firm. Her care, precision, and dedication to our clients have long represented the best of who we are, and we couldn’t be more proud to formalize her leadership.

Explore our new website at www.XMPLR.com and learn more about our evolution in this local spotlight feature:
👉 https://cascadebusnews.com/local-spotlight/

Warm Regards,
— David Rosell

((L-R) The Exemplar Wealth Advisors team: Emma James, David Rosell and Breanna Billeter | Photo courtesy of Exemplar Wealth Advisors) Local Spotlight: As Bend’s Small-Business Scene Booms, Exemplar Wealth Advisors Helps Owners Prepare for Their Next Big Chapter If it feels like there’s a new foo...

06/19/2024

The new KEEP CLIMBING- A Beginner’s Guide to Financial Planning is released. It’s for all ages and reveals the foundation that’s key to long-term financial success while discovering the joy and experiences life has to offer. Ask for it at your favorite book store or on Amazon.

05/25/2024

The Law of Deliberate Creation was in full force as I met iconic podcaster, financial guru and entrepreneur, Michael Kitces this morning in Jackson, Wyoming.

05/23/2024

At the airport flying to Denver and delighted to see my three books together including the newly updated and released KEEP CLIMBING. Thank you Lieve Maas for the amazing new cover design.

12/18/2022

It was an absolute honor, as well as a blast to interview my daughter last week in New Zealand. We discuss both life and financial lessons learned while travelling the world. I think you will enjoy this last episode for 2022.

‎Show Recession Proof Your Retirement Podcast, Ep Ep 44. A Life of Saturdays – With special guest, my daughter Sophie Rosell - Dec 16, 2022

08/16/2022

We are in search of an awesome individual to join our dream team! Do you know of someone who is detail oriented and organized, but most importantly, cares about people? We’d love to hear from them!

Check out our hiring opportunity here:
https://www.linkedin.com/jobs/view/3166991017/?capColoOverride=true

08/10/2022

Another great lesson learned Strategic Coach.