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Albany Office

Our Albany wealth management office blends the full resources of a national firm with personalized guidance tailored to the financial lives of Capital Region clients.

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Albany Office: 15 Columbia Circle, 3rd Floor Albany, NY 12203

M-F 8:00 AM - 5:00 PM

Contact Albany Office

15 Columbia Circle, 3rd Floor Albany, NY 12203

M-F 8:00 AM - 5:00 PM

We Know Albany

Albany sits at the center of New York’s government, healthcare, and higher education sectors, drawing professionals, executives, and long-tenured public servants with distinct financial planning needs. Our team understands the nuances of New York State retirement systems, deferred compensation programs, and the tax considerations that come with building wealth in one of the nation’s highest-tax environments. From state employees navigating pension decisions to business owners and multi-generational families planning their legacies, our Albany financial advisors bring specialized experience and local insight to every client relationship.

Wealth Management Services in Albany

Our Albany financial advisors deliver comprehensive wealth management incorporating investment solutions, tax planning, estate planning, and risk management strategies.

Contact Albany 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 Albany

Our Albany team serves as fiduciaries with specialized experience, drawing on Cerity Partners’ full national resources to deliver coordinated, comprehensive financial guidance.

Meet Our Full Albany Team

Our Latest Insights

James Lebenthal and Amita Schultes

Economic and Market Outlooks

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Individuals and Families

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…

Additional Nearby Office

Saratoga Springs

321 Broadway

Saratoga Springs, NY 12866

Our Saratoga Springs office delivers wealth management services combining national resources with personalized attention tailored to your financial goals.

Contact Saratoga Springs Office

Your Introduction to a Trusted Financial Partner Awaits

Contact Albany Office

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

Albany Office

15 Columbia Circle,

3rd Floor

Albany, NY 12203

Contact Our Albany Office

Call Us: (212) 202-1810

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