Exemplar Wealth Advisors

10/14/2026

Retirement changes the way money works.

Instead of earning income from your career, you begin creating income from what you've built. That transition brings new questions:

- How much can I spend?
- How do I manage taxes?
- How do I make my savings last?

The right plan helps answer those questions before they become concerns.

If you're approaching retirement and want to better understand how your income, investments, and taxes fit together, let's start the conversation.

10/09/2026

Financial planning is serious work.

But we believe meaningful work should also be enjoyable.

One of our core values is FUN, and we believe the best teams are built through connection, laughter and shared experiences.

Whether it's celebrating a milestone, enjoying lunch together or simply sharing a laugh during a busy day, those moments matter.

We're grateful for our team behind XMPLR and the relationships that make our work meaningful!

10/05/2026

The biggest decisions in life deserve time.

- Retirement.
- Selling a business.
- Creating a legacy.

The more time you have to prepare, the more options you have.

Good planning isn't about reacting to what happens next.

It's about being ready when it does.

At Exemplar Wealth Advisors, we help clients turn complex financial decisions into a plan they can move forward with confidently.

Is there a financial decision you're facing that you'd feel better about with a plan in place? We'd be happy to talk through it with you. Reach out to the Exemplar team to start a conversation.

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...