Certain financial planning decisions must be made by December 31 or sooner.
Download the 2026 Year-End Opportunities GuideImpactful advice and extensive oversight for your entire financial life
With prediction markets pointing to Democratic gains and likely gridlock in Washington, investors may welcome the resolved uncertainty, as stocks have risen in the 12 months after every midterm since 1950, leaving corporate earnings (driven largely by AI) as the key focus with state-level races potentially shaping data center development.
AI-linked companies now represent roughly half of S&P 500 market capitalization. And the concentration doesn’t stop at the technology sector.
Our 2026 checklist will help you take stock of your savings, investments, retirement planning, tax exposure, and risk management, so you can plan for any actions that may be needed before the end of the year.
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.
Our 2026 checklist will help you take stock of your savings, investments, retirement planning, tax exposure, and risk management, so you can plan for any actions that may be needed before the end of the year.
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.
A growing number of international entrepreneurs are building companies that require a presence in the United States. For these founders, the move brings a distinct set of questions that differ meaningfully from a typical relocating family.
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 introductory meeting 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
Principal & Client Experience Director
We look forward to connecting with you soon.
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