Wealth Protection for
Individuals and Families

Impactful advice and extensive oversight for your entire financial life

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Comprehensive Financial Advice, Tailored to You.

Myles VanderWeele

Partner

Financial Planning

Do I Need a Financial Advisor?

Here are some questions that might help you decide if working with a financial advisor is the best strategy for you.

Paul Chmielewski

Partner

Estate Planning

Estate Planning Documents Everyone Should Have

The basic message is that most people think estate planning is important but are often confused about how to get it done. So, what are the basic estate planning documents every adult should have?

Spencer Roule

Senior Associate

Investing

I Bonds

With inflation continuing to rise, and higher volatility in both the equity and bond markets, one option for investors are I Bonds, an inflation protected product that are positioned to deliver 9.62% in interest through October 2022.

Paul Chmielewski

Partner

Insurance Planning & Risk Management

When It Comes to LLCs, Pay Attention to Liability Direction

When properly structured, the use of SMLLCs in conjunction with an MMLLC provides important upward and downward liability protection benefits while reducing the number of tax returns that need to be prepared.

Steve Walker

Partner

Tax Strategies

Evaluating your Tax Advisor

Good advisors understand that every day is tax season. They are tax planners, not historians, helping you make sound decisions that minimize your current and future taxes and maximize your wealth.

Mimi Drake and EmJay Williams

Family Office

Engaging the Next Generation on Family Wealth 

Teaching young adult children about wealth can be a challenge. Although circumstances may vary, most families want to impart on their children a solid understanding of their wealth, creating opportunities for younger generations to continue growing the family’s resources.

Brett Dearing

Partner

Business Owner Advisory

Is Your Business Sellable?

Many owners run their businesses without an exit plan in mind. Then when the time comes to sell, they find out that the way they’ve been running their company isn’t attractive to prospective buyers or that they will only buy the business at a meaningful discount.

James Lebenthal

Partner & Chief Equity Strategist

Estate Planning

Strategies to Help Your Child Buy a Home

How to Help Your Adult Kids Buy a Home. Each strategy can have major estate, tax and family dynamic implications. Here are several different strategies you might consider.

Andrew Fisher

Partner

Cross-Border Planning

Why Major U.S. Brokerage Firms Are Closing Accounts Owned by Foreign Residents

Many expats and multi-national residents are working with investment firms that are increasingly abandoning this service. We explore why firms are discarding these complex clients, and what people should do next.

We believe in investing in people and building a culture of excellence.

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.

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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.

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Financial Planning >

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.

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Investment Solutions >

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 approach helps ensure your portfolio is positioned to withstand changing market and economic conditions.

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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.

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Estate & 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.

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Insurance Planning & Risk Management >

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.

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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.

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Business Owner Advisory >

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.

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Family Office >

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.

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Cross-Border Financial Planning >

Just because your professional life is spread across different regions of the world 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.

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

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Mimi Drake

Partner & Market Leader

By clicking “Submit”, 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.

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, 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.