Working with a planner is a very personal relationship. You want to work with someone who puts you first.
At Roosevelt Wealth Management, 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® mark helps consumers identify financial planners who are committed to competent and ethical behavior when providing financial planning services. We are proud to have designated CFP’s on staff. We are not associated with a brokerage firm and we do not sell investment products or receive brokerage commissions. We are required to maintain technical competence and fulfill ethical obligations through continuing education studies. We also have a Financial Planner on the Executive Committee of the Financial Planning Association of New York and adhere to that standard of care for our clients. The FPA believes that all financial planning services should be delivered in accordance with the following statements:
put the client's best interests first
act with due care and in utmost good faith
do not mislead clients
provide full and fair disclosure of all material facts
disclose and fairly manage all material conflicts of interest
Victoria Fillet joined Roosevelt in 2018 as a Financial Planner with Roosevelt’s Private Client Group. Prior to joining Roosevelt, Victoria served as Managing Partner of Blueprint Financial Planning, LLC, and as Partner for Value Architects Asset Management, LLC. Victoria earned a BS from Fordham University with a concentration in Economics and Finance, and holds the CERTIFIED FINANCIAL PLANNER™ designation.