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Norfolk Office

Our Norfolk wealth management practice combines national firm capabilities with dedicated local service tailored to your financial goals.

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Norfolk Office: 150 W. Main Street, Suite 1500 Norfolk, VA 23510

M-F 9:00 AM - 5:00 PM

Contact Norfolk Office

150 W. Main Street, Suite 1500 Norfolk, VA 23510

M-F 9:00 AM - 5:00 PM

We Know Norfolk

As a major Hampton Roads city, Norfolk is home to military professionals, business owners, and families with deep regional ties. Our team understands this community’s unique financial landscape, from naval officers and defense contractors to established families and entrepreneurs. Whether you’re optimizing military benefits, planning for retirement, or building generational wealth, our Norfolk financial advisors deliver sophisticated guidance informed by specialized knowledge of this region and backed by comprehensive national resources.

Wealth Management Services in Norfolk

Our Norfolk financial advisors provide integrated wealth management encompassing investment strategies, tax planning, estate planning, and comprehensive risk management.

Contact Norfolk Office

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.

Investment Solutions  >

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.

Estate & Gift Planning  >

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.

Financial Planning  >

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.

Insurance Planning & Risk Management  >

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.

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.

Our Team of Financial Advisors in Norfolk

Our Norfolk team operates as fiduciaries with specialized experience, leveraging Cerity Partners’ full resources to provide coordinated financial guidance.

Meet Our Full Norfolk Team

Our Latest Insights

Carrie A. Grey and Joshua Norman

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Tax Challenges Every Business Operating in Multiple States Must Navigate

July 14, 2026 - Expanding a business across state lines opens new markets and growth opportunities, but it also introduces a complex web of tax obligations that can catch…

Darrick Priester

Partner & Director of Risk Management

Individuals and Families

The Tax Drag Hiding in Your Long-Term Financial Plan

July 9, 2026 - 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…

Ty Parrish

Partner

Corporations

Process Over Outcomes: What Plan Fiduciaries Need to Watch in the Second Half of 2026

July 7, 2026 - 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…

Your Introduction to a Trusted Financial Partner Awaits

Contact Norfolk Office

Our Norfolk office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Norfolk Office

150 W. Main Street, Suite 1500

Norfolk, VA 23510

Call us to Schedule: (212) 202-1810

Contact Our Norfolk Office

Call Us: (212) 202-1810

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