THE FACE OF WEALTH MANAGEMENT

Nicki Price Adams, MBA, MSM
Marketing Manager
Roosevelt Investments
nadams@rooseveltinvestments.com

570 Lexington Ave. Suite 1800
New York, NY 10022
rooseveltinvestments.com

In Nicki Price Adams’ work for Roosevelt Investments, Nicki incorporates her enthusiasm for funeral service, history, and financial services. “We started managing assets for Youngs Memorial Cemetery* – where Teddy Roosevelt is buried – over 50 years ago,” shared Nicki. “Our commitment to funeral service has only grown since then.”

“A substantial number of funeral service business owners plan to retire within 5 to 7 years. Yet, according to NFDA’s 2020 Planning Survey, 73% do not have an exit strategy in place,” Nicki said. “For many, their business will be a major part of their net worth in retirement, which is why it is so important to reach out early and develop a plan. It can make all the difference in reaching your goals.” 



Nicki, and the Roosevelt team, are committed to providing owners and operators with creative strategies to help achieve their personal and business-related financial goals.