Economic and Market Outlooks Video: June 2026 Economic and Market Outlook June 3, 2026 - In his June outlook, Partner and Chief Market Strategist Jim Lebenthal focuses on the contradiction between the stock market hitting record highs amid significant global headwinds like…
Incentive Stock Options Own Stock in a Company Undergoing an IPO? Here’s Answers to FAQs May 22, 2026 - Following headlines of imminent IPOs at prominent technology companies, such as SpaceX and OpenAI, employees and private market investors are looking to maximize their potential…
Economic and Market Outlooks Video: May 2026 Economic and Market Outlook May 6, 2026 - In his May outlook, Partner and Chief Market Strategist Jim Lebenthal discusses the healthy skepticism he’s seeing regarding equity markets at all-time highs. He also…
Silicon Valley (San Jose) 550 S. Winchester Boulevard, Suite 350 San Jose, CA 95128 Our San Jose wealth management office combines national firm capabilities with personalized service designed to help you achieve your financial aspirations. Contact Silicon Valley (San Jose) Office
San Francisco 345 California Street San Francisco, CA 94104 Our San Francisco office delivers wealth management services combining national resources with personalized guidance tailored to your financial objectives. Contact San Francisco Office
San Francisco (Cerity Partners Ventures) 433 California St, Suite 1010 San Francisco, CA 94104 Our San Francisco venture capital practice specializes in corporate innovation. We assist innovative companies–industry incumbents and startups–to help drive growth and mutual value. Contact us to explore opportunities. Contact San Francisco (Cerity Partners Ventures) Office
Lafayette 3595 Mount Diablo Blvd, Suite 300 Lafayette, CA 94549 Our Lafayette office serves every client as a fiduciary, combining specialized experience with Cerity Partners’ full national capabilities to provide thoughtful, integrated financial guidance. Contact Lafayette Office
North Bay 100 Shoreline Highway, Suite B-101 Mill Valley, CA 94941 Our Mill Valley wealth management office combines national firm resources with personalized service focused on your financial goals. Contact North Bay Office
Greenbrae 300 Drakes Landing Road Greenbrae, CA 94904 Our Greenbrae wealth management office serves clients throughout Marin County with the personalized attention of a local team and the full capabilities of a leading national firm. Contact Greenbrae Office
Sonoma 651 1st St W Suite C Sonoma, CA 95476 Our Sonoma wealth management practice combines national firm capabilities with personalized local service tailored to your financial goals. Contact Sonoma Office