Roosevelt Investments is now CI Roosevelt Private Wealth

Funeral Cemetery Professionals


We started managing assets for Youngs Memorial Cemetery* – where Teddy Roosevelt is buried – over 50 years ago. Our commitment to the funeral service and cemetery profession has only grown since then.

We work with funeral service and cemetery owners on a personal and professional basis when it comes to financial planning. We can also provide solutions for your perpetual care, preneed, and merchandise trust funds by customizing a strategy, helping you develop an Investment Policy Statement and managing investments based on your specific goals, risk tolerance, and state regulations.

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

*Does not represent client endorsement or reference.
Funeral Home Aquisitions New York *Does not represent client endorsement or reference.

Business Solutions

We understand the challenges and hard work required to run a successful funeral home and/or cemetery business. Our goal is to make sure you keep the value and wealth you’ve worked hard to create.

Business Solutions Exit Planning

Exit Planning

Exit Planning

Building a business is an incredible accomplishment, but you also need an exit plan to extract—or pass along—the wealth you’ve created.

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Business Solutions Trust Management

Trust Management

Trust Management

Between preneed, perpetual care, and merchandise trusts, Investment Policy Statements, and state-by-state regulations, there is a lot for funeral home and cemetery owners and operators to manage. We can help with custom solutions based on your needs and goals.

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Business Solutions Financing & Acquisitions

Financing & Acquisitions

Financing & Acquisitions

If your business has financing needs—whether it is for growth, investment, acquisition, or other needs—we may be able to help you secure it.

Over time, a successful business may encounter an opportunity to grow via an acquisition, or maybe another business offers to buy yours. We can help you evaluate your options.

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Funeral Business Solutions New York

Personal Solutions

We help our clients pursue long-term wealth goals. We know preserving your wealth is just as important as growing it.

Personal Solutions Financing

Financial Planning

Financial Planning

A well-structured financial plan can ensure you stay on track to meet your goals, no matter what changes and uncertainties happen along the way.

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Personal Retirement Planning

Retirement Planning

Retirement Planning

Roosevelt can help you develop a strategy for retirement spanning investments, cash flow management, and tax planning.

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Personal Investment Management

Investment Management

Investment Management

We are dedicated to managing risk, growing and protecting wealth, and developing long-term relationships with our clients.

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Personal Estate Planning

Estate Planning

Estate Planning

An effective estate plan will allow you to transfer wealth with maximum efficiency and minimal taxes. We can help you build it.

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Personal Trust Management

Trust Management

Trust Management

Trusts can help families create structure and maintain control when passing wealth to future generations or charities.

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Roosevelt Investments Is Committed to the Funeral Service and Cemetery Profession:

Prominence in the Profession

Throughout our years serving the funeral service and cemetery profession we have made it a priority to continue to grow our involvement in the community.

Where we speak

We are proud to offer the only financial planning and exit planning solutions for funeral service professionals exclusively endorsed by the National Funeral Directors Association.

Where we speak

Where We Speak:

International Cemetery, Cremation & Funeral Association

National Funeral Directors Association

New Jersey Cemetery Association

Pennsylvania Cemetery, Cremation & Funeral Association

Death Care Management Council

Kates-Boylston Webinars & Seminars

The Foresight Companies Seminars

MKJ Conferences

Where we are published

Where We Are Published:

American Funeral Director Magazine

Memento Mori Magazine

The Director Magazine

Memorial Business Journal

The Bulletin Magazine, Selected

PCCFA Keynews

Memberships

Memberships:

International Cemetery, Cremation & Funeral Association

Death Care Management Council

New Jersey Cemetery Association

Southern Cemetery, Cremation & Funeral Association

Cremation Association of North America

Selected, Advanced Preferred Partner

Pennsylvania Cemetery,
Cremation & Funeral Association

We Are Here to Help

Roosevelt Investments’ ongoing strength and success is driven by collaboration and teamwork. Our success is driven by our leaders, and by our people.

Our team of experienced professionals come from diverse backgrounds, and we all bring unique perspectives and intellectual capital to the table. We adhere to the same Code of Ethics, and we hold each other accountable to embody the values set by our founders—honesty, integrity, and trust.

Nicki Price

Nicki Price Adams

Marketing Manager

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Corie Gabriel

Corie Gabriel

Director, Senior Wealth Advisor

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Tim Herman

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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Featured Resource:“Guide to Calculating Your Net Worth”

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Insights

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