Enroll in the Wealth Planning Program

Take advantage of this unique opportunity to enhance your financial well-being.

Three Simple Steps

With our streamlined enrollment process, it’s easy to get started working with a dedicated Cerity Partners advisor.

Complete the form to the right to begin the enrollment process. You’ll receive a confirmation email letting you know we’re working on your request.

Review the Cerity Partners Wealth Planning Agreement1 that will be sent in a DocuSign envelope in one to two business days.

Submit your forms. Once we receive them, your dedicated Cerity Partners advisor will reach out to schedule your first meeting.

Thank you for selecting our Wealth Planning Program! If you have any questions, please don’t hesitate to contact us.

1 Wealth planning services are available at no cost to you for stockholder groups 4, 5 and 6

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.

Photo of Katherine Willis

Katherine Willis

Partner & Market Leader

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