Roosevelt Investments is now CI Roosevelt Private Wealth

Roosevelt Private Wealth


Wealth Management is more than just investing. Most individuals and families also need help with retirement income planning, estate planning, business exit planning, cash flow management, debt structure, and insurance coverage. Our Wealth Advisors and CERTIFIED FINANCIAL PLANNER™ professionals do it all, taking a comprehensive view of your financial situation.

As a wealth management firm, our interests are aligned with yours. We build financial plans to help you reach your long-term wealth goals and objectives. Your success is our success.

Above all, CI Roosevelt Private Wealth follows a long tradition of risk-conscious investing—we know preserving your wealth is just as important as growing it.

Wealth Management Financial Planner

Our Services

Financial Planning
Financial Planning

Financial Planning

Financial Planning

Our comprehensive financial plans consider income, debt, insurance, investment strategy, asset allocation, taxes, cash flow needs, estate planning, and more.

Together, we can build and manage a detailed roadmap to your financial goals.

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Retirement Planning
Retirement Planning

Retirement Planning

Retirement Planning

Retirement planning happens in two phases: the accumulation phase (saving and growth strategies) and the distribution phase (cash flows and capital preservation).

We specialize in both.

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Exit Planning
Exit Planning

Exit Planning

Exit Planning

Our team can help you structure the sale of a business and strategize the terms of your departure. We also have the expertise needed to navigate tax implications and to invest the proceeds in a risk-managed way.

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Investment Planning
Investment Planning

Investment Management

Investment Management

Roosevelt offers a range of proprietary equity, fixed income and balanced investment strategies. Long-term growth is a crucial goal, but capital preservation and reduced volatility matter more.

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Estate Planning
Estate Planning

Estate Planning

Estate Planning

Our CERTIFIED FINANCIAL PLANNER™ professionals can work with you to ensure your wealth spans generations. How you distribute wealth to future generations or charities involves careful investment planning, tax planning, and legal work. We’ll guide you every step of the way.

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Trust Management
Trust Management

Trust Management

Trust Management

Trusts are valuable tools for protecting, controlling, and minimizing taxes on your wealth. Since trusts come in many forms and serve many different purposes, investors need sound advice. You can find it at CI Roosevelt Private Wealth.

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Featured Resource:“Guide to Calculating Your Net Worth”

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We Are Here to Help

Our success is based on collaboration and teamwork. Above all, we believe our people and our process set us apart. We leverage the intellectual capital of our experienced professionals, each of whom brings a diverse background and unique expertise to our collective perspective.

Adam Sheer

Adam Sheer

Co-Chief Executive Officer

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Victoria Fillet, CFP

Victoria Fillet, CFP®

VP, Senior Wealth Advisor

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Nicki Price

Nicki Price Adams

Marketing Manager

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Insights

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February 2024 | Equity Commentary

February 2024 | Equity Commentary   Published on March 20, 2023 In February, the yield on the 10-year U.S. Treasury...
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January 2024 | Equity Commentary

January 2024 | Equity Commentary   Published on February 22, 2023 U.S. stocks maintained positive momentum to start the new...
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December 2023 | Equity Commentary

December 2023 | Equity Commentary   Published on January 12, 2023 Investors felt the holiday cheer in December, with the...
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November 2023 | Equity Commentary

November 2023 | Equity Commentary   Published on December 20, 2023 The S&P 500 delivered its strongest month in three...
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October 2023 | Equity Commentary

October 2023 | Equity Commentary   Published on November 11, 2023 Stocks posted their third consecutive month of negative performance...
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Third Quarter 2023 | Fixed Income Commentary

Third Quarter 2023 | Fixed Income Commentary Published on October 24th, 2023   Fixed Income markets declined in the third...
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September 2023 | Equity Commentary

September 2023 | Equity Commentary   Published on October 11, 2023 Equity markets behaved in September much like they did...
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August 2023 | Equity Commentary

August 2023 | Equity Commentary   Published on September 21st, 2023 The S&P 500 retreated -1.6% in August, which we...
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July 2023 | Equity Commentary

July 2023 | Equity Commentary   Published on August 16th, 2023 Last month we wrote about the U.S. economy staving...
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Second Quarter 2023 | Fixed Income Commentary

Second Quarter 2023 | Fixed Income Commentary Published on July 27th, 2023 Investor concerns over “sticky” inflation persisted during the...
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June 2023 | Equity Commentary

June 2023 | Equity Commentary Published on July 11th, 2023 Many economists have spent the past year anticipating a US...
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May 2023 | Equity Commentary

May 2023 | Equity Commentary Published on June 13th, 2023 The debt ceiling debate featured prominently in financial headlines throughout...
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Roosevelt Investments