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Chicago Office

Cerity Partners' Chicago office delivers comprehensive wealth management for individuals and families alongside corporate venture capital advisory through Cerity Partners Ventures, making it one of the firm's most full-service locations.

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Chicago Office: 320 South Canal Street Chicago, IL 60606

M-F 9:00 AM - 5:00 PM

Contact Chicago Office

320 South Canal Street Chicago, IL 60606

M-F 9:00 AM - 5:00 PM

We Know Chicago

Chicago stands among the world’s premier financial centers, home to corporate headquarters, major exchanges, a thriving venture ecosystem, and generations of family wealth built across industries from finance and manufacturing to technology and healthcare. Our Chicago financial advisors serve executives, business owners, and families with skilled, integrated wealth management, while Cerity Partners Ventures supports corporations seeking to launch or scale corporate venture capital programs. Whether managing personal wealth or building a venture strategy, Chicago clients benefit from the specialized knowledge of a nationally recognized firm.

Wealth Management Services in Chicago

Chicago clients have access to comprehensive wealth management incorporating investment solutions, tax planning, estate planning, and risk management alongside Cerity Partners Ventures’ corporate venture capital advisory including Venture Capital as a Service (VCaaS), startup portfolio management, and innovation strategy.

Contact Chicago 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.

Corporate Venture Capital for Corporations  >

We’ve combined the best of corporate and institutional venture capital to create a unique venture capital offering. Our team, with extensive venture capital industry expertise and corporate development skills, is dedicated to providing world-class strategy insights that help corporations adapt to the rapid pace of change.

Corporate Venture Capital for
Entrepreneurs & Investors  >

Startups endure constant pressure from well-funded competitors. Corporate venture investors can help differentiate your company by providing a brand halo, technical expertise, supply chain agreements, distribution or marketing assistance, and even good old-fashioned customer revenue.

Our Team of Financial Advisors in Chicago

Cerity Partners’ Chicago advisors serve wealth management and corporate venture capital clients with equal dedication, operating as fiduciaries and skilled investment partners backed by the full depth of our national platform.

Meet Our Full Chicago Team

Our Latest Insights

Individuals and Families

California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: August 2026 Economic and Market Outlook

August 4, 2026 - In our August outlook, Partner and Chief Market Strategist Jim Lebenthal walks through why our view of the market remains positive despite key risks. We…

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…

Additional Nearby Office

Wheaton

111 W Wesley Street
Suite 1
Wheaton, IL 60187

Our Wheaton wealth management office serves the western suburbs of Chicago with locally grounded financial guidance backed by the full resources of a leading national firm.

Contact Wheaton Office

Your Introduction to a Trusted Financial Partner Awaits

Contact Chicago Office

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

Chicago Office

320 South Canal Street

Chicago, IL 60606

Call us to Schedule: (212) 202-1810

Contact Our Chicago Office

Call Us: (212) 202-1810

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