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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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,...
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December 2021 | Equity Commentary

December 2021 | Equity Commentary Published on January 10th, 2022 Market Overview Rapidly rising cases of the Omicron variant did...
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Megacap Tech Stocks Still Have Lots of Fans After Historic Run

Published on Jan. 5, 2021 Jason Benowitz Featured in Bloomberg "Megacap Tech Stocks Still Have Lots of Fans After Historic...
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Yield Generating Considerations for Year-End

Yield Generating Considerations for Year-End Published on December 10th, 2021 Overview As we speak to our clients, one of the...
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November 2021 | Equity Commentary

November 2021 | Equity Commentary Published on December 7th, 2021 Market Overview U.S. equities continued to rally in early November...
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Walmart veteran Biggs to step down as CFO next year

Published on Dec. 1, 2021 Jason Benowitz Featured in Reuters "Walmart veteran Biggs to step down as CFO next year"...
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The Employment Landscape | Equity Commentary

The Employment Landscape | Equity Commentary Published on November 22nd, 2021 Overview The Federal Reserve estimates that 1.5 million more...
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Here Are The Winners of Metaverse Buzz

Published on Nov. 15, 2021 Jason Benowitz Featured in Yahoo "Here Are The Winners of Metaverse Buzz" "Whatever the future...
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Musk sells nearly $7 bln worth of Tesla shares this week

Published on Nov. 15, 2021 Jason Benowitz Featured in Reuters "Musk sells nearly $7 bln worth of Tesla shares this...
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October 2021 | Equity Commentary

October 2021 | Equity Commentary Published on November 10th, 2021 Market Overview The U.S. equity market selloff was pronounced in...
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Micron Earnings to Shed Light on Rare Weak Spot in Chip Stocks

Published on Nov. 4, 2021 Jason Benowitz Featured in Bloomberg "Micron Earnings to Shed Light on Rare Weak Spot in...
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