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.
Our Services
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.
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.
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.
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.
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.
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.
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
Co-Chief Executive Officer
Victoria Fillet, CFP®
VP, Senior Wealth Advisor
Nicki Price Adams
Marketing Manager
Insights
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