• Home

Financial Management for
Individuals, Families, and Corporations

Experience a better approach to financial service, built on trust and transparency

Request an Introduction

Explore objective financial advice driven by your unique goals.

Whether you’re a leader, an owner of a successful business, a head of total rewards for a company, or a member of the finance committee of a non-profit organization, our planning, tax, investment, and retirement plan specialists provide practical, real-world answers to today’s pressing financial questions.

 

James Lebenthal

Partner & Chief Equity Strategist

Economic & Market Update

Trump 2.0: The Only Certain Thing Is Uncertainty

The first two weeks of President Trump’s second term have set the stage for an unpredictable four years. With sweeping executive actions, policy reversals, and economic implications, uncertainty remains the only certainty. This article explores the impact on immigration, trade, tax policy, and regulatory shifts, assessing what lies ahead for investors and the economy.

Justin DuMouchelle

Partner & Practice Leader

Incentive Stock Options

Lessons from Nvidia: Managing Concentrated Stock 

Justin DuMouchelle, Partner & Practice Leader

Financial Planning

10 Smart Ways to Use Your Bonus
Individuals and Families

California Wildfires: Practical Advice for Those Facing the Unthinkable 

James Lebenthal

Partner & Chief Equity Strategist

Economic & Market Update

Trump 2.0: The Only Certain Thing Is Uncertainty

James Lebenthal, Partner & Chief Equity Strategist

Justyn Volesko

Partner & Co-Head of Family Office

Financial Planning

Financial Preparedness for Emergencies: A Guide for High-Net-Worth Families

Justyn Volesko, Partner & Co-Head of Family Office

Justin DuMouchelle

Partner & Practice Leader

Incentive Stock Options

Lessons from Nvidia: Managing Concentrated Stock 

Justin DuMouchelle, Partner & Practice Leader

Explore objective financial advice driven by your unique goals.

Whether you’re a leader, an owner of a successful business, a head of total rewards for a company, or a member of the finance committee of a non-profit organization, our planning, tax, investment, and retirement plan specialists provide practical, real-world answers to today’s pressing financial questions.

 

Justyn Volesko

Partner & Co-Head of Family Office

Financial Planning

Financial Preparedness for Emergencies: A Guide for High-Net-Worth Families

Cerity Partners takes a proactive approach to financial emergency preparedness, working with our clients to develop the right strategies and resources to safeguard their loved ones, wealth, and properties in the face of unforeseen events.

View All Insights

Discover Cerity Partners. Diverse solutions for diverse financial needs. One-on-one support and objective advice for every aspect of your financial life.

Service Tabs
Individuals & Families
  • Individuals & Families
  • Corporations
  • Nonprofit Organizations

Wealth Management 

The financial lives of high-net-worth individuals are complicated. We understand the unique challenges you face and offer integrated planning solutions to grow, protect, and preserve your wealth across generations.

Investment Solutions 

Investing is a commitment to your future. It's a way to grow and preserve what you've earned. Our disciplined and goal-centric investment approach helps ensure your portfolio is positioned to withstand changing market and economic conditions.

Estate & Gift Planning 

Our advanced estate planning and wealth preservation solutions help you achieve your goals while mitigating tax liabilities. Recommendations are tailored to your unique situation and reflect our expansive knowledge of estate, trust, gift, and tax laws.

Financial Planning 

Successfully navigating the financial challenges that come with wealth involves planning, relevant advice, and an advisor who’s not afraid to say "no" when you ask, “can I afford this?” Cerity Partners does all three.

Insurance Planning & Risk Management 

Protect the life you and your family have worked so hard to build. We help you understand your current level of risk exposure and offer personalized solutions that seek to protect the vulnerable areas of your financial life.

Tax Planning & Preparation 

We design and implement tax optimization strategies including the creation of detailed tax projections and the preparation of personal, trust, and business tax returns.

Marital Financial Planning 

We’re here to help you create a comprehensive financial plan that reflects your shared vision. In the unfortunate event your marriage dissolves, we also provide divorce financial consulting.

Cross-Border Financial Planning 

Just because your professional life is spread across different regions of the world doesn’t mean your financial life has to be complicated. Cerity Partners has extensive knowledge of U.S. and global tax laws and regulations, and we will work with you to preserve and grow your wealth here and abroad.

Business Owner Advisory 

We work with owners of privately-held businesses to help them create and execute transition plans that provide a seamless and successful exit for themselves, their families and other stakeholders.

Trust Services 

Protect what you have worked for, and ensure your intentions are fulfilled with the objective support of a team of financial professionals who have a fiduciary duty of care and loyalty to our clients.

Business Owner Financial Planning 

We work with owners of privately-held businesses to help them create and execute transition plans that provide a seamless and successful exit for themselves, their families and other stakeholders.

CFO & Accounting Services 

A partner in helping you determine strategic business decisions, streamline costs, and solve 
problems.

Family Office 

Our family office services span the spectrum from full financial management to helping you establish and coordinate your own family office. Whatever level of support you need, we can help.

Beneficiary Financial Counseling 

When an employee dies, the greatest gift you can give their family is care and support. Our Beneficiary Counseling Services help beneficiaries navigate the financial challenges that arise after the death of a loved one, helping them adjust to their “new normal.”

Executive Financial Counseling 

Your compensation and benefits offerings are a talent retention necessity and, arguably, your executives’ largest source of wealth creation. Executive Financial Counseling helps your senior leaders fully realize these benefits and boost your ROI in the process.

Executive Financial Counseling for Individuals & Families 

The financial life of an executive is complicated, and coordinating all the elements takes time. We serve as your personal CFO, providing a more efficient and simpler way to manage your growing wealth.

Financial Wellness Coaching 

Your employees’ financial stress can have a cascading effect on absenteeism, morale, and productivity. Our comprehensive financial wellness coaching helps alleviate this stress, enabling employees to focus on their responsibilities at work.

Retirement Plan Consulting 

Secure retirements begin with a sound and effective plan. Our comprehensive approach is designed to address your goals and objectives while creating a premier retirement plan for your employees.

Defined Benefit Plans 

Our retirement plan consultants understand the intricacies of managing active, frozen, and terminating defined benefit plans. They work closely with you to develop a course of action to mitigate risk, reduce costs, and drive better results.

Defined Contribution Services 

With increasing attention focused on fiduciary roles and responsibilities, maintaining a sound retirement plan is more important than ever before. We help you measure five critical dimensions of plan success to increase your plan’s effectiveness and the retirement readiness of your employees.

Nonqualified Plan Management 

We work with your board of directors, HR, and executive compensation teams to develop powerful nonqualified plan solutions that positively impact your recruitment, retention, and bottom line.

The Cerity Partners Pooled Employer Plan 

A retirement plan benefit, without the retirement plan hassle. Provide a retirement plan benefit for your employees, that also makes sense for your business.

Employee Stock Ownership Plans 

Implementing and growing successful ESOPs that drive employee engagement through an active ownership culture.

Corporate Venture Capital for Corporations 

We’ve combined the best of corporate and institutional venture capital to create a unique venture capital offering. Our team, with extensive venture capital industry expertise and corporate development skills, is dedicated to providing world-class strategy insights that help corporations adapt to the rapid pace of change.

Corporate Venture Capital for
Entrepreneurs & Investors 

Startups endure constant pressure from well-funded competitors. Corporate venture investors can help differentiate your company by providing a brand halo, technical expertise, supply chain agreements, distribution or marketing assistance, and even good old-fashioned customer revenue.

Financial Administration 

Think of us as an extension of your administrative team, working behind the scenes to organize and execute the financial tasks necessary to keep your vision thriving for generations to come.

Investment Consulting Services 

Working with your board, we design and implement a comprehensive investment strategy that aligns with your mission, long-term goals, and cash flow requirements to generate the income needed to fund your initiatives, operations, and disbursements.

Outsourced Chief Investment Office 

Developing the internal investment expertise and infrastructure needed to balance your short-term operating needs and long-term funding is a complicated and time-consuming process. Our OCIO solution provides a more cost-effective and efficient way to achieve this balance.

Investment Advisory for Nonprofit Organizations 

Impactful advice and extensive oversight for foundations, endowments, and charities.​

We believe in people, encourage diverse perspectives, and foster a culture of excellence.

Kurt Miscinski

Partner, President & CEO

Brett Dearing

Partner

Lynda Castellano

Partner

Daniel Park

Partner

Carol Benz

Partner & Chief People Officer

Michelle Soto

Partner

Mimi Drake

Partner & Practice Leader

Madeleine Thomas

Senior Associate

James Lebenthal

Partner & Chief Equity Strategist

Gerard Burke

Senior Associate

Javier Solis

Partner

Elizabeth Dawson

Partner

Masha Hodi

Partner & Chief Experience Officer

Brian Tu

Senior Principal

Meg Rowley

Partner & Practice Leader

Doug Garrison

Partner

Matthew Canner

Partner

Erica Bunnell

Principal

Justin DuMouchelle

Partner & Practice Leader

Peter Martin

Partner

Jillian Laughlin

Senior Associate

Rita Lee

Partner

Richard Long

Partner

Lauren Desforge

Partner

Aaron Waxman

Partner

Peter Yoon

Principal

Caroline Houchins

Senior Associate

Jennifer Ellison

Partner

Eric Chang

Principal

Erica Cameron

Partner

Steve Williams

Partner & Chief Client Officer

Ray McCarthy

Principal

Karim Ahamed

Partner

Nicole Joko

Senior Principal

Andrew Blumenthal

Partner

Kate Kittinger

Principal

Natalia Tchetchoulina

Partner

Vonny Carrington

Partner

Myles VanderWeele

Partner

Sean Moore

Partner

Kathryn Kennedy

Partner

Kurt Miscinski

Partner, President & CEO

Brett Dearing

Partner

Lynda Castellano

Partner

Daniel Park

Partner

Carol Benz

Partner & Chief People Officer

Michelle Soto

Partner

Mimi Drake

Partner & Practice Leader

Madeleine Thomas

Senior Associate

James Lebenthal

Partner & Chief Equity Strategist

Gerard Burke

Senior Associate

Javier Solis

Partner

Elizabeth Dawson

Partner

Masha Hodi

Partner & Chief Experience Officer

Brian Tu

Senior Principal

Meg Rowley

Partner & Practice Leader

Doug Garrison

Partner

Matthew Canner

Partner

Erica Bunnell

Principal

Justin DuMouchelle

Partner & Practice Leader

Peter Martin

Partner

Jillian Laughlin

Senior Associate

Rita Lee

Partner

Richard Long

Partner

Lauren Desforge

Partner

Aaron Waxman

Partner

Peter Yoon

Principal

Caroline Houchins

Senior Associate

Jennifer Ellison

Partner

Eric Chang

Principal

Erica Cameron

Partner

Steve Williams

Partner & Chief Client Officer

Ray McCarthy

Principal

Karim Ahamed

Partner

Nicole Joko

Senior Principal

Andrew Blumenthal

Partner

Kate Kittinger

Principal

Natalia Tchetchoulina

Partner

Vonny Carrington

Partner

Myles VanderWeele

Partner

Sean Moore

Partner

Kathryn Kennedy

Partner
Meet the Team See Careers

Your Introduction to an Expert Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals and match you with the advisor most well suited to help.

Team member's headshot

Dustin Ribergaard

Lead Concierge

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary
30-minute discovery call.

Complete this form to schedule:

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Lead Concierge

Dustin Ribergaard

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

Paul Chmielewski

Partner

Estate Planning

2024 Gift, Estate, and GST Tax Changes

Partner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.

Stephen Klingler

Principal

Individuals and Families

5 Things to Do in a Down Market

Volatile markets can shake the confidence of even the most committed long-term investors.  Starting with a comprehensive financial plan, understanding just how much risk you…

Paul Chmielewski

Partner

Estate Planning

A Guide to Charitable Gifting Options

Discover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…

Learn about our Privacy Policy

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.