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Raleigh Office

Our Raleigh office combines wealth management resources with personal attention designed to help you achieve your financial goals and objectives.

Contact Raleigh Office
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Raleigh Office: 4101 Lake Boone Trail #200 Raleigh, NC 27607

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

Contact Raleigh Office

4101 Lake Boone Trail #200 Raleigh, NC 27607

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

We Know North Carolina

As the capital of North Carolina and hub of the Research Triangle, Raleigh attracts professionals in technology, healthcare, and education alongside entrepreneurs and growing families. Our team understands this dynamic region’s financial landscape, from executives and researchers to business owners and multi-generational families. Whether you’re managing stock options and equity compensation, building retirement security, or planning wealth transfer, our Raleigh financial advisors deliver sophisticated strategies informed by local knowledge and backed by comprehensive national resources.

Wealth Management Services in Raleigh

Our Raleigh financial advisors deliver integrated wealth management that encompasses investment solutions, tax planning, estate planning, and risk management strategies.

Contact Raleigh 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 Raleigh

Our Raleigh team serves as fiduciaries, bringing specialized experience and access to Cerity Partners’ comprehensive resources to deliver coordinated guidance.

Meet Our Full Raleigh Team

Our Latest Insights

James Lebenthal and Rita Lee

Economic and Market Outlooks

Webinar Recording: Economic Outlook Amid Global Uncertainty

March 25, 2026 - Join members of the Investment Office for a timely discussion on market volatility, private credit, and artificial intelligence.

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

March 23, 2026 - President Trump walked back his ultimatum to Iran over the Strait of Hormuz, but uncertainty remains about the crisis’s resolution, with lasting damage to energy…

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

March 16, 2026 - The upcoming FOMC meeting will be closely watched as investors seek clarity on how the Fed plans to navigate the inflationary pressures of an energy…

Your Introduction to a Trusted Financial Partner Awaits

Contact Raleigh Office

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

Raleigh Office

4101 Lake Boone Trail

#200

Raleigh, NC 27607

Contact Our Raleigh Office

Call Us: (212) 202-1810

Request an Introduction:

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