Roosevelt Wealth Management


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 boutique wealth management firm, our interests are aligned with yours. We are not associated with a brokerage firm, and we do not sell investment products or receive brokerage commissions. We build financial plans to help you reach your long-term wealth goals and objectives. Your success is our success.

Above all, Roosevelt Wealth Management 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 Roosevelt Wealth Management.

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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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May 2021 | Equity Commentary

Published on June 2nd, 2021 May 2021 |...
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The Great Inflation Debate

The Great Inflation Debate Published on May 17th,...
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April 2021 | Equity Commentary

Published on May 10th, 2021 April 2021 |...
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Roosevelt Investments