The Roosevelt Investment Group

The decision makers in The Roosevelt Investment Group are Adam Sheer, Gongwen Peng, Jim Rogers, etc. Click to Find The Roosevelt Investment Group decision makers emails.

The Roosevelt Investment Group provides a range of investment management services tailored to meet the unique needs of our clients. Our offerings include asset management, wealth management, and retirement planning. We work closely with clients to develop personalized investment strategies that align with their financial goals, risk tolerance, and time horizon.

Our approach to financial planning is comprehensive and client-centered. We begin with an in-depth analysis of your financial situation, including income, expenses, assets, and liabilities. From there, we create a customized financial plan that addresses your short-term and long-term goals, such as retirement, education funding, and estate planning. Our team continuously monitors and adjusts your plan as your circumstances and market conditions change.

Succession planning is the process of preparing for the transfer of ownership and management of a business or estate. The Roosevelt Investment Group assists clients in developing a clear succession plan that ensures a smooth transition and preserves the value of the business or estate. Our services include identifying potential successors, creating a timeline for the transition, and addressing tax implications and legal considerations.

The Roosevelt Investment Group serves a diverse range of industries, including but not limited to healthcare, manufacturing, technology, and non-profit organizations. Our team is equipped to understand the unique challenges and opportunities within each sector, allowing us to provide tailored investment and financial planning solutions that meet the specific needs of our clients.

Yes, The Roosevelt Investment Group offers comprehensive estate planning services. We help clients develop strategies to manage their assets during their lifetime and ensure a smooth transfer of wealth to their beneficiaries after their passing. Our services include drafting wills and trusts, minimizing estate taxes, and addressing any specific wishes or concerns you may have regarding your legacy.

The Roosevelt Investment Group specializes in managing various types of trusts, including perpetual care trusts, preneed trusts, endowment care trusts, and funeral services and cemetery trusts. We ensure that these trusts are managed in accordance with your wishes and provide the necessary financial support for their intended purposes, whether it be for future care, funeral expenses, or long-term maintenance of a cemetery.