Roosevelt Wealth Management

At Roosevelt, we are proud of our history of serving some of America’s most prominent families and individuals.

We appreciate the privilege entrusted to us by our clients to manage their hard-earned wealth. As a privately held, unaffiliated boutique financial advisory firm, our interests are aligned with our clients. We embrace the importance of capital protection and strive to provide a variety of proprietary investment strategies that can deliver diversification and insulation from downside market volatility.

The cfp®  dESIGNATION

A CERTIFIED FINANCIAL PLANNER™ can help you navigate all aspects of your finances.  CFP® professionals have completed extensive training and are held to the highest ethical and educational standards.

fINANCIAL pLANNING

Financial planning is not just for the well-to-do. Everyone, no matter age or income level, can benefit from the advice of a financial planner.