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Cleveland Office

Our Cleveland wealth management practice combines national firm capabilities with dedicated local service tailored to your financial objectives.

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Cleveland Office: North Point Tower 1001 Lakeside Avenue Suite 1620 Cleveland, Ohio 44114

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

Contact Cleveland Office

North Point Tower 1001 Lakeside Avenue Suite 1620 Cleveland, Ohio 44114

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

We Know Cleveland

As a major Great Lakes business center, Cleveland is home to healthcare professionals, manufacturing executives, and families with deep regional roots. Our team understands this community’s financial landscape, from professionals at leading medical institutions to business owners and multi-generational families. Whether you’re looking for tax-efficient investing strategies, planning for retirement, or building enduring generational wealth, our Cleveland financial advisors deliver sophisticated guidance informed by local knowledge and backed by comprehensive national resources.

Wealth Management Services in Cleveland

Our Cleveland financial advisors provide comprehensive wealth management that integrates investment strategies, tax planning, estate planning, and risk management solutions.

Contact Cleveland 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 Cleveland

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

Meet Our Full Cleveland Team

Our Latest Insights

Ed Meek

Partner & Practice Leader

Tax Strategies

How a CPA Becomes a Strategic Partner for Business Owners

May 21, 2026 - In this interview, Partner and Practice Leader Ed Meek, CFP® talks with CPA Goreng Patel about how proactive tax planning, legal-structure decisions, and fractional CFO…

Ed Meek

Partner & Practice Leader

Estate Planning

Estate & Succession Planning for Business Owners

May 21, 2026 - In this interview, Partner and Practice Leader Ed Meek, CFP® talks with attorney and CPA Tricia Burfiend about how business owners can approach succession and…

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

May 18, 2026 - The 10-year Treasury yield climbing above 4.5%, rising inflation driven by the Iran conflict’s disruption to the Strait of Hormuz, and growing expectations of a…

Your Introduction to a Trusted Financial Partner Awaits

Contact Cleveland Office

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

Cleveland Office

North Point Tower

1001 Lakeside Avenue

Suite 1620

Cleveland, Ohio 44114

Call us to Schedule: (212) 202-1810

Contact Our Cleveland Office

Call Us: (212) 202-1810

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