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Alpharetta Office

Our Alpharetta wealth management office combines national resources with personalized service tailored to your financial goals and priorities.

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Alpharetta Office: 11720 Amber Park Dr, Suite 160 Alpharetta, GA 30009

M-F 8:00 AM - 5:00 PM

Contact Alpharetta Office

11720 Amber Park Dr, Suite 160 Alpharetta, GA 30009

M-F 8:00 AM - 5:00 PM

We Know Alpharetta

As part of the vibrant Atlanta metropolitan area, Alpharetta has grown into one of Georgia’s premier business and residential communities. Our team understands the unique financial landscape of this thriving city—from the technology professionals and corporate executives who call it home to the established families and entrepreneurs who’ve built their success here. Whether you’re navigating a career transition, planning for retirement, or managing a growing portfolio, our Alpharetta wealth management advisors bring both local insight and national resources to every client relationship.

Wealth Management Services in Alpharetta

Our Alpharetta financial advisors provide comprehensive wealth management encompassing investment strategies, tax planning, estate planning, and risk management.

Contact Alpharetta Office

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.

Our Team of Financial Advisors in Alpharetta

Our Alpharetta team operates as fiduciaries, combining technical experience with access to Cerity Partners’ specialized resources to deliver coordinated guidance.

Meet Our Full Alpharetta Team

Our Latest Insights

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

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Economic and Market Outlooks

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March 30, 2026 - Rising inflation, fiscal deficits, and geopolitical pressures have driven stocks and bonds into positive correlation, potentially undermining their long-standing role as mutual portfolio hedges.

Kim Clark

Principal

Individuals and Families

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March 26, 2026 - Divorce is always a major life transition, but for business owners it can be especially complex. Your company is not just a source of income:…

Your Introduction to a Trusted Financial Partner Awaits

Contact Alpharetta Office

Our Alpharetta office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Alpharetta Office

11720 Amber Park Dr, Suite 160

Alpharetta, GA 30009

Contact Our Alpharetta Office

Call Us: (212) 202-1810

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