Cerity Partners + Fidelity

Cerity Partners is committed to helping your clients put the right pieces together to move them forward on their financial journey.

Paul Chmielewski

Partner

Estate Planning

Biden Green Book Proposals

May 26, 2022   -   The Green Book contains the Administration’s policy tax and budget policy goals for the coming year. This year’s Green Book proposes significant changes to the current estate tax planning regime.

Daniel Park, Doug Bonaquist and Nicole Joko

Executive Financial Counseling

Executive Financial Counseling: Planning to Protect Your Life’s Work

September 28, 2021   -   An engaging look into a corporate benefit that is designed to ease the life of senior executives while helping organizations recruit and retain top talent who will help them thrive. 

Daniel Goott

Partner

Estate Planning

Four Steps to Take When You Inherit an IRA

January 27, 2021   -   Whether you inherit an IRA from a spouse or non-spouse, there are important steps to execute as an heir and details to address along the way.

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Matt McGinn

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Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

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.