<

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
Photo of the city of Arlington
office image

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.

Contact Arlington 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 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

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

April 27, 2026 - Strong March retail data, bolstered by low unemployment and tax refunds, suggests US consumers are absorbing the energy price shock from the Iran war without…

Rita Lee

Partner

Individuals and Families

Financial Planning for DINK (Dual Income, No Kids) Households

April 21, 2026 - Without the high costs of raising children, DINK couples have more disposable income to spend on discretionary items, travel, and hobbies. As a result, financial planning must reflect their needs and,…

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

April 20, 2026 - Despite conflicting reports on the Strait of Hormuz’s status, its effective closure is disrupting global energy flows, driving up demand for US oil exports 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

Your Introduction to a Trusted Financial Partner Awaits

Contact Arlington Office

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

Arlington Office

2015 E Lamar Blvd, #200

Arlington, TX 76006

Call us to Schedule: (212) 202-1810

Contact Our Arlington Office

Call Us: (212) 202-1810

Or Request an Introduction:

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

To improve your level of financial clarity, take the next step and download our financial worksheets by submitting your name and email address below.

Once you have completed the worksheets or if you have any questions, please call (212) 202-1810 to take the next steps in finding your clarity with one of our advisors.

Print your report here