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West Texas Office

Our Midland wealth management office blends national firm resources with personalized service designed to help you achieve your financial aspirations.

Contact West Texas Office
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West Texas Office: 3100 North A Street, Suite B125 Midland, TX 79705

M-F 9:00 AM - 5:00 PM

Contact West Texas Office

3100 North A Street, Suite B125 Midland, TX 79705

M-F 9:00 AM - 5:00 PM

We Know Midland

As a major energy industry center in West Texas, Midland is home to oil and gas professionals, business owners, and families building wealth in the energy sector. Our team understands this region’s unique financial landscape, from executives managing complex compensation in energy companies to entrepreneurs and established families. Whether you’re navigating industry-specific financial challenges, planning for retirement, or establishing your family legacy, our Midland financial advisors provide sophisticated guidance informed by local knowledge and backed by comprehensive national resources.

Wealth Management Services in Midland

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

Contact West Texas 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 Midland

Our Midland team serves as fiduciaries, combining specialized experience with Cerity Partners’ comprehensive resources to deliver coordinated guidance.

Meet Our Full West Texas Team

Our Latest Insights

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

April 13, 2026 - Surging gas prices drove a hot CPI print, and while the downstream economic impacts of inflation—from shipping to airfare—are mounting, offsetting factors like strong employment…

Ben Pace and Joseph Matus

Economic and Market Outlooks

First Quarter 2026 Review and Second Quarter 2026 Economic and Market Outlook

April 6, 2026 - The Iran conflict has upended a relatively stable start to 2026, triggering energy-driven inflation, financial market volatility, and a more cautious stance from central banks.…

Joshua Norman

Principal

Individuals and Families

Don’t Let Tax Penalties Catch You by Surprise

April 6, 2026 - Whether you file your return by April 15 or choose to extend it, one thing does not change: Your tax liability is still due on…

Your Introduction to a Trusted Financial Partner Awaits

Contact West Texas Office

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

West Texas Office

3100 North A Street, Suite B125

Midland, TX 79705

Contact Our West Texas Office

Call Us: (212) 202-1810

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