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.

Corie Gabriel

Corie Gabriel

Director, Senior Wealth Advisor

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Tim Hermann

Tim Hermann, CFP®, CExP

VP, Senior Wealth Advisor

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Adam Sheer

Adam Sheer

Co-Chief Executive Officer

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Sean Sokolowski

Sean Sokolowski

Senior Wealth Advisor

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Victoria Fillet, CFP

Victoria Fillet, CFP®

VP, Senior Wealth Advisor

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Dominick Lombardi

Dominick Lombardi

VP, Senior Wealth Advisor

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Nicki Price

Nicki Price Adams

Marketing Manager

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Insights

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April 2022 | Equity Commentary

April 2022 | Equity Commentary Published on May 6th, 2022 Market Overview The capital markets endured a difficult April. The...
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March 2022 | Equity Commentary

March 2022 | Equity Commentary Published on April 12th, 2022 Market Overview We believe the first quarter ended on a...
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Tech Goes From Haven to Hazard as Investors Fear Recession

Jason Benowitz Featured in Bloomberg "Tech Goes From Haven to Hazard as Investors Fear Recession" Published on  April 7, 2022...
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WATCH NOW: April 27th, 2022 – Inflation, Conflict, and Implications for the Capital Markets

April 27th, 2022 - Inflation, Conflict, and Implications for the Capital Markets Published on April 29, 2022 John Roscoe, CFA,...
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What Issues Should You Consider When Reviewing Your Investments?

What Issues Should You Consider When Reviewing Your Investments? Published on March 29th, 2022 Careful investment planning is essential, but...
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Can the Fed Land the Plane?

Can the Fed Land the Plane? Published on March 11th, 2022 We expect a tug of war between the economic...
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February 2022 | Equity Commentary

February 2022 | Equity Commentary Published on March 8th, 2022 Market Overview Market volatility continued in February, as uncertainty over...
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Putin Reveals His Hand

Putin Reveals His Hand Published on February 28th, 2022 Russian President Vladimir Putin finally revealed his hand and ordered the...
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Inflation and The Federal Reserve

Inflation and The Federal Reserve Published on February 14th, 2022 Overview Financial Market volatility continues in February, with significant drivers...
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January 2022 | Equity Commentary

January 2022 | Equity Commentary Published on February 8th, 2022 Market Overview Financial markets have been choppy to start the...
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Fourth Quarter 2021 | Fixed Income Commentary

Published on January 20th, 2022 Fourth Quarter 2021 | Fixed Income Commentary Market Overview The Current Income Portfolio declined 0.54%...
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WATCH NOW – 2022 Outlook: The Year of Normalization

Published on Jan. 20, 2022 January 19th, 2021 - 2022 Outlook: The Year of Normalization John Roscoe, CFA, Chief Investment...
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