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Austin Office

Our Austin wealth management office brings national firm depth and locally informed perspective to serve the dynamic financial needs of individuals and families across Central Texas.

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Austin Office: 3108 North Lamar Boulevard, Suite B100 Austin, TX 78705

Contact Austin Office

3108 North Lamar Boulevard, Suite B100 Austin, TX 78705

We Know Austin

Austin’s explosive growth has made it one of the nation’s most dynamic financial landscapes, attracting technology professionals, entrepreneurs, venture-backed founders, and executives relocating from across the country. Our team understands the wealth management opportunities and complexities that come with this environment—from equity compensation and liquidity events to the tax advantages Texas offers and the estate planning considerations that follow rapid wealth accumulation. Whether you’re a longtime Austin resident or newly arrived, our Austin financial advisors deliver skilled, personalized guidance grounded in a deep understanding of this market.

Wealth Management Services in Austin

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

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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.

Meet our Austin Team

Our Austin team operates as fiduciaries, combining specialized knowledge with access to Cerity Partners’ broad national capabilities to provide fully integrated financial guidance.

Meet Our Full Austin Team

Local Perspective

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

Scott Lenet

Partner

Corporate Venture Capital

Startups Should Not Wait to Hire CFOs

July 15, 2026 - In our experience having funded more than 200 startups as of the second quarter of 2026, venture-backed businesses often treat the CFO hire as a…

Carrie A. Grey and Joshua Norman

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

Austin (OCIO)

3600 N. Capital of Texas Highway

Building B. Suite 370

Austin, TX 78746

Cerity Partners’ Austin OCIO office delivers bespoke outsourced chief investment officer solutions to endowments, foundations, and institutions across Texas and the broader South-Central region.

Contact Austin (OCIO) Office

Your Introduction to a Trusted Financial Partner Awaits

Contact Austin Office

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

Austin Office

3108 North Lamar Boulevard, Suite B100

Austin, TX 78705

Call us to Schedule: (212) 202-1810

Contact Our Austin Office

Call Us: (212) 202-1810

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