Cerity Partners + Schwab

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.

Andrew Fisher

Partner

Cross-Border Planning

Why Major U.S. Brokerage Firms Are Closing Accounts Owned by Foreign Residents

August 5, 2021   -   Many expats and multi-national residents are working with investment firms that are increasingly abandoning this service. We explore why firms are discarding these complex clients, and what people should do next.

Brett Dearing

Partner

Business Owner Advisory

Hiring the Right Wealth Manager for Your Transaction

April 28, 2022   -   The net proceeds from the sale of your business adds another layer of complexity to your financial life. That’s why a wealth advisor is one of the most important people you can have on your transition team.

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Steve Williams

Partner & Chief Client Officer

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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.