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Pittsburgh Office

Our Pittsburgh wealth management office serves clients across Western Pennsylvania with the personalized guidance of a locally connected team and the full resources of a national firm.

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Pittsburgh Office: 603 Stanwix Street, Suite 1850 Pittsburgh, PA 15222

412-784-6678

M-F 8:30 AM - 5:00 PM

Contact Pittsburgh Office

603 Stanwix Street, Suite 1850 Pittsburgh, PA 15222

412-784-6678

M-F 8:30 AM - 5:00 PM

We Know Pittsburgh

Pittsburgh’s remarkable economic transformation has made it a hub for technology, healthcare, higher education, and financial services, attracting a new generation of professionals and executives alongside established families whose wealth is rooted in the region’s industrial legacy. Our team understands the full range of financial planning needs this community presents; from equity compensation at Pittsburgh’s growing tech firms to estate planning, charitable giving, and the retirement considerations of long-tenured corporate professionals. Our Pittsburgh financial advisors bring skilled, thoughtful guidance grounded in a real understanding of this city and its people.

Wealth Management Services in Pittsburgh

Our Pittsburgh financial advisors deliver comprehensive wealth management incorporating investment solutions, tax planning, estate planning, and risk management strategies.

Contact Pittsburgh 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 Pittsburgh

Our Pittsburgh team serves as fiduciaries committed to each client’s financial success, supported by Cerity Partners’ national capabilities and specialized experience across a broad range of complex financial needs.

Meet Our Full Pittsburgh Team

Our Latest Insights

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Economic and Market Outlooks

Video: April 2026 Economic and Market Outlook

April 1, 2026 - In his April outlook, Partner and Chief Market Strategist Jim Lebenthal focuses on the war in Iran as the dominant concern for financial markets and…

Your Introduction to a Trusted Financial Partner Awaits

Contact Pittsburgh Office

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

Pittsburgh Office

603 Stanwix Street, Suite 1850

Pittsburgh, PA 15222

Contact Our Pittsburgh Office

Call Us: (212) 202-1810

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