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Financial Management for
Individuals, Families, Corporations, and Institutions

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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 Market Strategist

Economic and Market Outlooks

Video: August 2026 Economic and Market Outlook

In our August outlook, Partner and Chief Market Strategist Jim Lebenthal walks through why our view of the market remains positive despite key risks. We are carefully watching reactions to a Federal Reserve that's become harder to read under new Chair Kevin Warsh and ongoing questions about whether massive AI spending will pay off amid growing competition from China.

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

James Lebenthal and Amita Schultes

Carrie A. Grey and Joshua Norman

Individuals and Families

Tax Challenges Every Business Operating in Multiple States Must Navigate

Carrie A. Grey and Joshua Norman

Darrick Priester

Partner & Director of Risk Management

Individuals and Families

The Tax Drag Hiding in Your Long-Term Financial Plan

Darrick Priester , Partner & Director of Risk Management

Individuals and Families

Trump Accounts: What Every Parent Needs to Know

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: August 2026 Economic and Market Outlook

James Lebenthal , Partner & Chief Market Strategist

Individuals and Families

California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

Michael B. Allmon, Bryce Falcon, Daniel Kerr and Brooke Sigler

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

James Lebenthal and Amita Schultes

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.

Individuals and Families

California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to California, the proposed 2026 Billionaire Tax Act deserves your attention now—not after the November 2026 vote.

View All Insights

The Cerity Partners Client Experience

Discover solutions you’ll never outgrow, a broad and deep bench of specialists, and the relationship integrity you deserve.

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The Cerity Partners Client Experience

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Top media outlets rely on our advisors and team of specialists to provide commentary on the financial topics dominating the headlines. Browse some of our latest press coverage to see how we're leading the conversation.

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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
  • Institutions

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 long-term commitment to your financial well-being. It’s about growing and safeguarding your wealth. Our disciplined, goal-oriented approach ensures your portfolio remains resilient in the face of market and economic fluctuations.

Estate & Gift Planning 

Our sophisticated estate and wealth transfer strategies help you preserve your legacy while helping minimize tax burdens. Every recommendation is tailored to your specific needs, leveraging our extensive knowledge of estate, trust, gift, and tax regulations.

Financial Planning 

Successfully navigating the financial challenges that come with wealth necessitates planning, relevant advice, and a financial advisor who’s always in your corner. Cerity Partners provides all three.

Insurance Planning & Risk Management 

Safeguard the financial security you and your loved ones have built. We assess your current risk exposure and develop customized strategies designed to protect the most 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 

Divorce marks the end of marriage but also the start of your new life. We can help you navigate the financial challenges of divorce and embrace the opportunities for building a thriving, secure future.

Cross-Border Financial Planning 

Just because your professional life is international 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.

Women’s Wealth 

Cerity Partners advisors provide comprehensive wealth management tailored to women’s distinct financial needs.

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.

Practice Owner Financial Planning 

Specialized planning advice for owners of medical, dental, legal, and other professional service firms.

CFO & Accounting Services 

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

Family Office 

Our family office services free you to focus on what matters most, providing a coordinated team of specialists dedicated to preserving, growing, and protecting your family's prosperity.

Private Markets 

We aim to leverage our size, resources, and experience in private markets to source and conduct due diligence on highly curated and hard-to-access opportunities.

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 competitive 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 & Chief Executive Officer

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 Market Strategist

Gerard Burke

Senior Associate

Javier Solis

Partner

Elizabeth Dawson

Partner

Masha Hodi

Partner & Colleague Engagement Officer

Brian Tu

Senior Principal

Meg Rowley

Partner & Practice Leader

Doug Garrison

Partner

Matthew Canner

Partner & Practice Leader

Erica Bunnell

Partner

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

Partner

Scott Wolinsky

Principal

Jennifer Ellison

Partner

Eric Chang

Principal

Erica Cameron

Partner

Steve Williams

Partner & Chief Client Officer

Ray McCarthy

Senior Principal

Karim Ahamed

Partner

Nicole Joko

Partner

Andrew Blumenthal

Partner

Kate Kittinger

Principal

Natalia Tchetchoulina

Partner

Vonny Carrington

Partner

Tara Ryan

Partner & Chief Marketing Officer

Myles VanderWeele

Partner

Sean Moore

Partner

Kathryn Kennedy

Partner

Kurt Miscinski

Partner & Chief Executive Officer

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 Market Strategist

Gerard Burke

Senior Associate

Javier Solis

Partner

Elizabeth Dawson

Partner

Masha Hodi

Partner & Colleague Engagement Officer

Brian Tu

Senior Principal

Meg Rowley

Partner & Practice Leader

Doug Garrison

Partner

Matthew Canner

Partner & Practice Leader

Erica Bunnell

Partner

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

Partner

Scott Wolinsky

Principal

Jennifer Ellison

Partner

Eric Chang

Principal

Erica Cameron

Partner

Steve Williams

Partner & Chief Client Officer

Ray McCarthy

Senior Principal

Karim Ahamed

Partner

Nicole Joko

Partner

Andrew Blumenthal

Partner

Kate Kittinger

Principal

Natalia Tchetchoulina

Partner

Vonny Carrington

Partner

Tara Ryan

Partner & Chief Marketing Officer

Myles VanderWeele

Partner

Sean Moore

Partner

Kathryn Kennedy

Partner
Meet the Team See Careers

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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 goals and match you with an advisor well suited to your needs.

Dustin Ribergaard's headshot

Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

Find your ideal financial advisor with our personalized Concierge Program.

Schedule a complimentary discovery call now:

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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!

Dustin Ribergaard

Principal & Client Experience Director

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Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

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

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: August 2026 Economic and Market Outlook

August 4, 2026 - In our August outlook, Partner and Chief Market Strategist Jim Lebenthal walks through why our view of the market remains positive despite key risks. We…

Individuals and Families

California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

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