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Bloomfield Hills Office

Our Bloomfield Hills wealth management practice combines national firm resources with dedicated local service tailored to your financial objectives.

Contact Bloomfield Hills Office
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Bloomfield Hills Office: 40701 Woodward Avenue Bloomfield Hills, MI 48304

M-F 8:30 AM - 5:00 PM

Contact Bloomfield Hills Office

40701 Woodward Avenue Bloomfield Hills, MI 48304

M-F 8:30 AM - 5:00 PM

We Know Bloomfield Hills

As one of Metro Detroit’s most vibrant communities, Bloomfield Hills is home to successful professionals, established families, and thriving businesses. Our team understands this community’s financial landscape, serving everyone from automotive industry executives to business owners and families building multi-generational wealth. Whether you’re navigating career transitions, planning retirement, or managing complex portfolios, our Bloomfield Hills financial advisors provide both sophisticated strategies and the personalized attention this community values.

Wealth Management Services in Bloomfield Hills

Our Bloomfield Hills financial advisors deliver comprehensive wealth management that integrates investment strategies, tax planning, estate planning, and risk management solutions.

Contact Bloomfield Hills 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 Bloomfield Hills

Our Bloomfield Hills team serves as fiduciaries with specialized knowledge, accessing Cerity Partners’ full resources to provide comprehensive, coordinated financial guidance.

Meet Our Full Bloomfield Hills Team

Our Latest Insights

James Lebenthal

Partner & Chief Market Strategist

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…

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

March 30, 2026 - Rising inflation, fiscal deficits, and geopolitical pressures have driven stocks and bonds into positive correlation, potentially undermining their long-standing role as mutual portfolio hedges.

Kim Clark

Principal

Individuals and Families

10 Things Business Owners Should Know Before Getting a Divorce

March 26, 2026 - Divorce is always a major life transition, but for business owners it can be especially complex. Your company is not just a source of income:…

Additional Nearby Offices

Grand Rapids

161 Ottawa Ave. Suite 114-M Grand Rapids, MI 49503

Our Grand Rapids office provides wealth management services combining national resources with personalized attention tailored to your financial goals.

Contact Grand Rapids Office

Your Introduction to a Trusted Financial Partner Awaits

Contact Bloomfield Hills Office

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

Bloomfield Hills Office

40701 Woodward Avenue

Bloomfield Hills, MI 48304

Contact Our Bloomfield Hills Office

Call Us: (212) 202-1810

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