<

Westfield Office

Our Westfield office delivers wealth management services that combine national resources with personalized attention designed to help you achieve your financial goals.

Contact Westfield Office
Photo of the city of Westfield
office image

Westfield Office: 241 North Avenue W Third Floor, Suite 300 Westfield, NJ 07090

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

Contact Westfield Office

241 North Avenue W Third Floor, Suite 300 Westfield, NJ 07090

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

We Know Westfield

As a vibrant New Jersey community, Westfield attracts professionals, business owners, and families seeking suburban living with easy access to the resources of New York City. Our team understands this area’s financial landscape, from corporate executives and entrepreneurs to established families managing multi-generational wealth. Whether you’re navigating executive compensation, planning for retirement, or building a family legacy, our Westfield financial advisors deliver sophisticated guidance informed by local knowledge and backed by comprehensive national resources.

Wealth Management Services in Westfield

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

Contact Westfield 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 Westfield

Our Westfield team operates as fiduciaries with specialized experience, accessing Cerity Partners’ full resources to provide coordinated financial guidance.

Meet Our Full Westfield Team

Our Latest Insights

James Lebenthal

Partner & Chief Market Strategist

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…

James Lebenthal

Partner & Chief Market Strategist

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…

Additional Nearby Offices

Park Avenue

99 Park Avenue

New York, NY 10016

Cerity Partners’ Park Avenue office delivers comprehensive New York wealth management and institutional OCIO services from the heart of the world’s foremost financial center, backed by the full resources of a leading national firm.

Contact Park Avenue Office

Wall Street

28 Liberty Street, Suite 4410

New York, NY 10005

Located on Wall Street in the heart of New York’s financial district, Cerity Partners’ family office practice serves ultra-high-net-worth families with the comprehensive, integrated wealth stewardship that a dedicated New York family office delivers.

Contact Wall Street Office

Your Introduction to a Trusted Financial Partner Awaits

Contact Westfield Office

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

Westfield Office

241 North Avenue W

Third Floor, Suite 300

Westfield, NJ 07090

Contact Our Westfield Office

Call Us: (212) 202-1810

Request an Introduction:

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

To improve your level of financial clarity, take the next step and download our financial worksheets by submitting your name and email address below.

Once you have completed the worksheets or if you have any questions, please call (212) 202-1810 to take the next steps in finding your clarity with one of our advisors.

Print your report here