Impactful advice and extensive oversight for your entire financial life
S&P 500 forward earnings are projected to surge 36% year over year—an unusually strong level normally seen only in post-recession recoveries—and while such rapid growth will inevitably decelerate, history suggests markets typically weather the slowdown well as long as earnings don’t materially decline into 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.
For executives of public companies, a large source of wealth is derived from stock options, performance shares, restricted stock, and other stock-based compensation. In these inherently complex structures, long-term financial success often depends on a strategy rooted in careful accumulation, income tax efficiency, and protection against overconcentration.
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.
Our integrated solutions connect your current financial landscape to your future while simplifying the day-to-day management of your finances.
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.
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.
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.
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 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.
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.
Divorce marks the end of marriage but also the start of your new life. We can help you navigate the financial challenges of divorce and embrace the opportunities for building a thriving, secure future.
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.
Specialized planning advice for owners of medical, dental, legal, and other professional service firms.
Cerity Partners advisors provide comprehensive wealth management tailored to women’s distinct financial needs.
Our family office services free you to focus on what matters most, providing a coordinated team of specialists dedicated to preserving, growing, and protecting your family's prosperity.
Just because your professional life is international doesn’t mean your financial life has to be complicated. Cerity Partners has extensive knowledge of U.S. and global tax laws and regulations, and we will work with you to preserve and grow your wealth here and abroad.
Schedule your complimentary 30-minute discovery call so we can understand your unique financial goals and match you with an advisor well suited to your needs.
Principal & Client Experience Director
Principal & Client Experience Director
Schedule a complimentary discovery call now:
Principal & Client Experience Director
We look forward to connecting with you soon.
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