Locations

Pages

Blogs and Insights

News

People

  • Our Services
    Individuals & Families Corporations Institutions
    Back

    Who We Serve

    Individuals & Families
    • Wealth Management
      • Investment Solutions
      • Capital Solutions
      • Estate and Gift Planning
      • Financial Planning
      • Insurance Planning & Risk Management
      • Tax Planning & Preparation
      • Trust Services
    • Family Office
    • Business Owner Advisory
      • Business Owner Financial Planning
      • CFO & Accounting Services
    • Wealth For
      • Women
      • Athletes
      • Spouses & Partners
      • Cross-Border & Expats
    Corporations
    • Workplace Solutions
      • Executive Financial Counseling
      • Beneficiary Financial Counseling
    • Retirement Plan Consulting
      • Defined Benefit Plans
      • Defined Contribution Services
    • Corporate Venture Capital
      • For Corporations
      • For Entrepreneurs & Investors
    Institutions
    • Cerity Partners OCIO
    • Institutional Consulting
  • About Us
    Our Team Locations Careers Awards & Accolades Join Our Partnership Contact
    Back

    About Us

    Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.

    Our Team
    Locations
    • Arizona
    • California
    • Colorado
    • Florida
    • Georgia
    • Illinois
    • Indiana
    • Kentucky
    • Maryland
    • Massachusetts
    • Michigan
    • New Jersey
    • New York
    • North Carolina
    • Ohio
    • Oregon
    • Pennsylvania
    • Tennessee
    • Texas
    • Virginia
    • Washington
    Careers
    Awards & Accolades
    Join Our Partnership
    Contact
  • Insights
    Back

    Insights & Resources

    Actionable planning strategies to inform and guide your decision-making.

    • Insights
    • News
    • Upcoming Webinars
Login
  • Addepar
  • Orion
  • Black Diamond
  • eMoney
  • Cerity Partners Cash Management
  • MoneyGuide Pro
  • ShareFile
  • Box | Login
  • Secure Email
Request an Intro
  • Login
    Back

    Login

    • Addepar
    • Orion
    • Black Diamond
    • eMoney
    • Cerity Partners Cash Management
    • MoneyGuide Pro
    • ShareFile
    • Box | Login
    • Secure Email
  • Legal

An Introduction to Your Matched Advisor Awaits

An Introduction to Your Matched Advisor Awaits

Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals

We will coordinate a personal introduction to the advisor you matched with on AdvisorFinder

Doug Bonaquist's headshot

Doug Bonaquist

Partner

Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals

We will coordinate a personal introduction to the advisor you matched with on AdvisorFinder

Book Time Online Now

Thank You!

This 30-minute call with me is designed to better understand your unique financial and life goals.
Looking forward to speaking with you!

Doug Bonaquist

Partner

Doug Bonaquist's headshot

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Please enjoy our latest insights.

blog image background

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…

blog image background

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…

blog image background

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…

  • General inquiries: click here
  • Individuals and families: click here
  • Corporations: click here
  • Institutions and non-profits: click here

Learn about our Privacy Policy

By submitting the form, 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.

An Introduction to Your Matched Advisor Awaits

An Introduction to Your Matched Advisor Awaits

Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals

We will coordinate a personal introduction to the advisor you matched with on AdvisorFinder

Doug Bonaquist's headshot

Doug Bonaquist

Partner

Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals

We will coordinate a personal introduction to the advisor you matched with on AdvisorFinder

Book Time Online Now

Thank You!

This 30-minute call with me is designed to better understand your unique financial and life goals.
Looking forward to speaking with you!

Doug Bonaquist

Partner

Doug Bonaquist's headshot

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Please enjoy our latest insights.

blog image background

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…

blog image background

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…

blog image background

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…

  • General inquiries: click here
  • Individuals and families: click here
  • Corporations: click here
  • Institutions and non-profits: click here

Learn about our Privacy Policy

By submitting the form, 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.

Get Cerity Partners Insights in Your Inbox

By submitting the form, you acknowledge that we collect your name and email address 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 Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Your source for comprehensive financial advice and oversight.

  • Individuals & Families
  • Wealth Management
    • Investment Solutions
    • Capital Solutions
    • Estate and Gift Planning
    • Financial Planning
    • Insurance Planning & Risk Management
    • Tax Planning & Preparation
    • Trust Services
  • Family Office
  • Business Owner Advisory
    • Business Owner Financial Planning
    • Practice Owner Financial Planning
    • CFO & Accounting Services
  • Wealth For
    • Women
    • Athletes
    • Spouses & Partners
    • Cross-Border & Expats
  • Corporations
  • Workplace Solutions
    • Executive Financial Counseling
    • Beneficiary Financial Counseling
  • Retirement Plan Consulting
    • Defined Benefit Plans
    • Defined Contribution Services
  • Corporate Venture Capital
    • For Corporations
    • For Entrepreneurs & Investors
  • Institutions
  • Cerity Partners OCIO
  • Institutional Consulting
  • About Us
  • Our Team
  • Locations
  • Careers
  • Join Our Partnership
  • Awards & Accolades
  • Contact
  • Insights & Resources
  • Insights
  • Webinars
  • News
  • LOCATIONS
  • Arizona
  • California
  • Colorado
  • Florida
  • Georgia
  • Illinois
  • Indiana
  • Kentucky
  • Maryland
  • Massachusetts
  • Michigan
  • New Jersey
  • New York
  • North Carolina
  • Ohio
  • Oregon
  • Pennsylvania
  • Tennessee
  • Texas
  • Virginia
  • Washington
  • © 2026 Cerity Partners
  • Client Relationship Summary
  • CPCS Client Relationship Summary
  • Terms And Conditions
  • Privacy Policy
  • CCPA Notice
  • Accessibility Statement
  • FINRA
  • SIPC
  • BrokerCheck
  • Trust Center
  • Cookie Preferences
Cerity footer logo-background

An Introduction to Your Matched Advisor Awaits

Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals

We will coordinate a personal introduction to the advisor you matched with on AdvisorFinder

Doug Bonaquist's headshot

Doug Bonaquist

Partner

Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals

We will coordinate a personal introduction to the advisor you matched with on AdvisorFinder

Book Time Online Now

Thank You!

This 30-minute call with me is designed to better understand your unique financial and life goals.
Looking forward to speaking with you!

Doug Bonaquist

Partner

Doug Bonaquist's headshot

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Please enjoy our latest insights.

blog image background

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…

blog image background

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…

blog image background

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…

  • General inquiries: click here
  • Individuals and families: click here
  • Corporations: click here
  • Institutions and non-profits: click here

Learn about our Privacy Policy

By submitting the form, 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.