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We offer our clients comprehensive and attentive wealth management. Through a clear understanding of their lifestyle, liquidity needs, and financial goals, we design plans to help achieve those goals and preserve their wealth.

Lorraine George-Harik

Partner

Preserve, Grow and Protect Your Wealth Now and for Generations to Come

Our integrated solutions connect your current financial landscape to your future while simplifying the day-to-day management of your finances.

Family Office Services

Our family office services span the spectrum from full financial management to helping you establish and coordinate your own family office. Whatever level of support you need, we can help.

Family Office Services
Financial Planning and Cash Flow Analysis

Successfully navigating the financial challenges that come with wealth involves planning, relevant advice, and an advisor who’s not afraid to say no when you ask, “can I afford this.” Cerity Partners does all three.

Financial Planning and Cash Flow Analysis
Executive Financial Counseling

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.

Executive Financial Counseling
Estate and Gift Planning

Our advanced estate planning and wealth preservation solutions help you achieve your goals while mitigating tax liabilities. Recommendations are tailored to your unique situation and reflect our expansive knowledge of estate, trust, gift and tax laws.

Estate and Gift Planning
Tax Planning and Preparation

Taxes are a crucial part of almost every major financial decision from buying a home to planning your retirement. We help you preserve your wealth by identifying and minimizing potential tax liabilities before you act.

Tax Planning and Preparation
Risk Management and Insurance Planning

Protect the life you and your family have worked so hard to build. We help you understand your current level of risk exposure and offer personalized solutions that seek to protect the vulnerable areas of your financial life.

Risk Management and Insurance Planning
Investment Management

Investing is a commitment to your future. It’s a way to grow and preserve what you’ve earned. Our disciplined and goal-centric investment process helps ensure your portfolio is positioned to withstand changing market and economic conditions.

Investment Management
Business Owner Advisory Services

We work with owners of privately-held businesses to help them create and execute transition plans that provide a seamless and successful exit for themselves, their families and other stakeholders.

Business Owner Advisory Services
Marital Financial Planning

We’re here to help you create a comprehensive financial plan that reflects your shared vision. In the unfortunate event your marriage dissolves, we also provide divorce financial consulting.

A Collaborative Team Focused on You

Our advisors utilize their experience and expertise and that of their colleagues to develop and execute the best solutions for your complex personal and professional financial situations. Our team includes:

  • Financial planners
  • Tax advisors
  • Investment professionals
  • Retirement plan consultants

Working as one, we help you achieve your vision for tomorrow.

Cerity Partners Team

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