One-on-one support and objective advice for every aspect of your financial life
You spend your days creating value for your company. We spend ours making sure you’re receiving the maximum value from your assets and benefits. Work with Cerity Partners’ wealth planning advisors for executives to simplify and efficiently manage your financial life.
Streamlined Financial Planning and Execution
You talk to us. We listen then talk to everyone else. Your dedicated wealth management advisory team collaborates with our in-house specialists and your existing advisors to manage your plan and keep your financial life moving forward.
Comprehensive, Consolidated Reporting
While you’ll still receive your statements and policies, our reporting system consolidates the information for your review and convenience. We track and summarize your finances so you always know exactly where you stand today and the progress you’re making towards your goals.
Ongoing monitoring
Your financial plan is no good if it gathers dust on the shelf. It needs to evolve with the expected and unexpected events of your life. We meet with you regularly to review and update your plan for changes in your goals, professional life, family situation, or tax law.
We strategically guide clients to help them maximize their employment offerings, as it plays an important role in providing them with a clear road map for achieving their personal financial goals."Kathryn Kennedy, Partner
You have ONE dedicated contact who works with you and our team of in-house specialists to create your comprehensive financial plan.
Your have to coordinate multiple advisors and aggregate information from each to get a complete picture of your financial situation.
Each aspect of your financial life plays a distinct role in preserving, protecting and growing your wealth. Moreover, the decisions you make in one area often impact the others. We help you understand these connections and incorporate them into your comprehensive financial plan.
Your compensation and benefits offerings are a talent retention necessity and, arguably, your executives’ largest source of wealth creation. Executive Financial Counseling helps your senior leaders fully realize these benefits and boost your ROI in the process.
When an employee dies, the greatest gift you can give their family is care and support. Our Beneficiary Counseling Services help beneficiaries navigate the financial challenges that arise after the death of a loved one, helping them adjust to their “new normal.”
The financial life of an executive is complicated, and coordinating all the elements takes time. We serve as your personal CFO, providing a more efficient and simpler way to manage your growing wealth.
Your employees’ financial stress can have a cascading effect on absenteeism, morale, and productivity. Our comprehensive financial wellness coaching helps alleviate this stress, enabling employees to focus on their responsibilities at work.
Futures markets see a 90% chance of a 25-basis-point hike at this week’s Federal Open Market Committee meeting, and while central banks rarely stop at one hike, equities have historically weathered first hikes well and current economic strengths—insulated from rate changes—suggest tightening may avoid triggering a recession.
A key decision when engaging a financial advisor is based on understanding which legal structure they operate under. There are two main types of wealth management firms: Registered Investment Advisers (RIAs) and broker-dealers.
As part of the Opportunity Zone program, Qualified Opportunity Funds can provide significant financial and tax benefits. At the same time, owners of these funds must be knowledgeable about the estate-planning aspects of their investment.
You’ve saved diligently. You have an IRA, a 401(k), and maybe an annuity. But there are decisions embedded in common retirement account structures that many people don’t realize until it’s too late.
The concept behind PPLI is simple: by investing inside a life insurance policy, you take advantage of the favorable tax treatment granted to life insurance. Learn more.
If you deferred gains in a Qualified Opportunity Fund, any you haven’t yet recognized will be treated as income on your 2026 return—regardless of whether your fund has distributed a dollar. Now is the time to prepare for the tax bill coming due.
A liquidity event—whether from a business sale, IPO, merger, or other transaction—creates a unique opportunity to design plans that minimize tax exposure and shape a lasting legacy. Watch our webinar to learn more.
Plan sponsors are simultaneously confronting heightened cybersecurity and distribution-fraud risk, SECURE 2.0’s Roth catch-up requirements, and an ERISA litigation environment increasingly focused on process and meaningful benchmarking.
When going through a divorce, the process of dividing assets can be a frustrating and confusing one. Retirement assets are an important issue in any divorce proceeding, since, after the marital home, they often represent the largest category of marital assets to be divided in a divorce settlement.
Canada is an appealing destination for successful Americans: It has a high quality of life, stunning scenery, and a culture that feels familiar yet refreshingly different. But the financial picture that comes with a move to Canada is genuinely complex in ways that catch even sophisticated people off guard.
Tell us about your company's financial landscape at no cost or obligation. Unsure of your needs? Our experts will guide you, offering insights and solutions tailored to the unique needs of your workforce.
Partner
Schedule a complimentary call to discuss your company's financial landscape.
Partner
We look forward to connecting with you soon.
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.
