Recognized As a Top-Ranked Financial Advisor in Denver

Exclusive Wealth, Investment, and Family Office Solutions for Affluent Individuals, Couples, and Families.

 

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Everything Under One Roof

Cerity Partners clients benefit from a team of specialists working in concert on every aspect of their financial plan.

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Investment Management

A truly "holistic" wealth plan covers every aspect of the family's well-being and vision for the future, including:

  • Creation of your personal investment policy statement
  • Strategic and tactical asset allocation
  • Institutional quality manager selection and asset management capabilities
  • Access to private markets
  • Ongoing monitoring of both managed and non-managed assets
  • Performance reporting and benchmarking to quantify results
Retirement Planning
  • Retirement account selection and monitoring to ensure you meet your retirement goals
  • Retirement income planning
  • Medicare and Social Security counseling
Tax Planning and Preparation
  • Annual tax projections
  • Tax optimization strategies
  • Determination of quarterly tax payments
  • Preparation and filing of personal and business tax returns
Estate and Gift Planning
  • Wealth protection and asset transfer strategies
  • Charitable planning and gift coordination
  • Review of wills, trusts, and other estate­ planning documents
  • Review of beneficiary designations
  • Trust and estate administration consulting
Insurance and Risk Management
  • Evaluation of titling and structure of assets and liabilities
  • Comprehensive insurance coverage reviews
  • Advanced asset protection strategies and structures
  • Policy selection, coordination, and execution
Cash Management
  • Cash flow analysis
  • Preparation of annual financial statements
  • Spending, savings, and debt management
Learn More About Our Family Office Services

What You Can Expect

Cerity Partners clients benefit from a team of specialists working in concert on every aspect of their financial plan.

Independence

Our advisors draw upon the universe of available solutions to the extent they can be leveraged in your interest. We are not bound to any one solution.

Exceptional Talent

Our integrity, in combination with our vast capabilities and commitment to excellence, continues to attract the best talent in the wealth management industry.

Stewardship

We explain relevant wealth management issues and solutions, providing full transparency on all terms, risks, and expected outcomes.

Thought Leadership

Our firm's specialists provide timely insights on the most opportune and challenging financial topics of the moment.

Scale with Personalization

Cerity Partners is proud to be one of the fastest-growing RIAs. We create economies of scale across our practice-lower cost structures on investments, exclusive access to private investing, and advanced research and technology. Our rich resources enable advisors to their best work.

Diversity

The diversity of our perspectives enables us to work with a wide variety of needs and meet our clients where they are.

Meet the Practice

Our practice delivers value and personalized service to clients through integrity, expertise, and results-driven performance. We work collaboratively to help clients navigate life’s milestones and achieve their financial goals.

Meet Our Full Practice

7001 E. Belleview Avenue
Suite 600
Denver, CO 80237

(303) 721-7000 Request an Introduction

Kyle Kersting

Partner

Joseph J. Janiczek

Partner & Practice Leader

R. Brady Siegrist

Partner

Matt Morehead

Partner

Justina Pearman

Senior Associate

Emily Tay

Associate

Latest Insights

Joseph J. Janiczek

Partner & Practice Leader

Financial Planning

Advice for the Anxious: Four Tips to Keep Your Finances Safe

With economic shifts and geopolitical uncertainty, it’s natural to feel anxious about your finances. This article outlines four key strategies—seeking professional guidance, understanding market trends,…

Ben Pace and Joseph Matus

Economic and Market Outlooks

2025 Economic and Market Outlook

In 2025, strong consumer spending backed by a healthy labor market should continue to power U.S. economic growth, which is poised to continue to outpace…

Justyn Volesko

Partner & Co-Head of Family Office

Financial Planning

Financial Preparedness for Emergencies: A Guide for High-Net-Worth Families

Cerity Partners takes a proactive approach to financial emergency preparedness, working with our clients to develop the right strategies and resources to safeguard their loved…

Your Introduction to an Expert Financial Partner Awaits

Connect with our practice

Schedule your discovery session to discuss your unique financial and life goals. We will match you with an advisor best suited to meet your needs and provide personalized guidance.

Cathy Wegner's headshot

Cathy Wegner

Senior Associate

Connect with our practice

Schedule your discovery session to discuss your unique financial and life goals. We will match you with an advisor best suited to meet your needs and provide personalized guidance.

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