Arlington Office

Our Arlington wealth management office delivers national resources with the personalized attention and local service you deserve for your financial future.

Contact Arlington Office

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Arlington Office: 2015 E Lamar Blvd, #200 Arlington, TX 76006

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

Contact Arlington Office

2015 E Lamar Blvd, #200 Arlington, TX 76006

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

We Know Arlington

Located in the Dallas-Fort Worth metroplex, Arlington serves as home to professionals, families, and business owners navigating complex financial landscapes. Our team understands the unique needs of this dynamic community, from corporate executives and entrepreneurs to families building multi-generational wealth. Whether you’re establishing your family’s future, seeking tax-efficient investment strategies, or planning for retirement, our Arlington financial advisors combine local insight with comprehensive resources to support your financial goals.

Wealth Management Services in Arlington

Our Arlington financial advisors deliver comprehensive wealth management services, including investment strategies, tax planning, estate planning, and risk management.

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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.

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 Arlington

Our Arlington team serves as fiduciaries with specialized knowledge, leveraging Cerity Partners’ national resources to provide coordinated, sophisticated guidance.

Meet Our Full Arlington Team

Our Latest Insights

Economic and Market Outlooks

First Quarter 2026 Review and Second Quarter 2026 Economic and Market Outlook

April 6, 2026 - The Iran conflict has upended a relatively stable start to 2026, triggering energy-driven inflation, financial market volatility, and a more cautious stance from central banks.…

Individuals and Families

Don’t Let Tax Penalties Catch You by Surprise

April 6, 2026 - Whether you file your return by April 15 or choose to extend it, one thing does not change: Your tax liability is still due on…

Economic and Market Outlooks

Video: April 2026 Economic and Market Outlook

April 1, 2026 - In his April outlook, Partner and Chief Market Strategist Jim Lebenthal focuses on the war in Iran as the dominant concern for financial markets and…

Additional Nearby Office

Fort Worth

3526 West Vickery Boulevard Fort Worth, TX 76107

Our Fort Worth wealth management practice combines national firm capabilities with personalized local service tailored to your financial objectives.

Contact Fort Worth Office

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