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.
My overall goal is to 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. Over those decades, I saw how much stress and confusion people carry around finances.
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.
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.
We are based in
and we serve clients nationwide primarily through virtual meetings for convenience and accessibility.
Roxell Wealth is named after my daughter Roxy and my son 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 many of my values and ways I act in the world.
I have titled this photo "Eyes of the World". It was taken by my daughter Roxy and is a portrait of both her and her brother Ellis.
I try to look at the world through their eyes - how am I perceived by them, and I strive to lead by example.
They inspire me daily and are my most motivating factor to be a better person, help repair the world and give my time to try to make other's lives better
Doug is deeply committed to both his profession and to his community . He believes in Tikkun Olam - taking responsibility to heal, fix and improve the world through social action, justice and deeds to help repair and improve the world
When not working his "day job" as a Financial Advisor guiding clients to financial peace, he gives his time and energy as a member of the Board of Directors of Trips For Kids Bay Area, a Non-Profit which helps kids from under-resourced communities discover the joy of biking, healthy living and the outdoors.
Doug is active participant in many communities: at his temple, as a regular volunteer with the Alameda County Food Bank, City Teams and Town Bizness and he leads an annual One Warm Coat Drive which has collecting over 1,000 coats that are donated directly to the unhoused in his hometown Oakland.
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 somewhere in the San Francisco Bay Area where he resides. Watching baseball is one of his happy places and he attends many San Francisco Giants and Oakland Ballers games.
Doug leads with heart, keeps his word, and measures success by your 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.
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.