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
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.

Corie Gabriel
Director, Senior Wealth Advisor

Tim Hermann, CFP®, CExP™
VP, Senior Wealth Advisor

Adam Sheer
Co-Chief Executive Officer

Sean Sokolowski
Senior Wealth Advisor

Victoria Fillet, CFP®
VP, Senior Wealth Advisor

Dominick Lombardi
VP, Senior Wealth Advisor
