<

Cleveland Office

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

Contact Cleveland Office
Photo of the city of Cleveland
office image

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

Darrick Priester

Partner & Director of Risk Management

Individuals and Families

The Tax Drag Hiding in Your Long-Term Financial Plan

July 9, 2026 - You’ve saved diligently. You have an IRA, a 401(k), and maybe an annuity. But there are decisions embedded in common retirement account structures that many…

Ty Parrish

Partner

Corporations

Process Over Outcomes: What Plan Fiduciaries Need to Watch in the Second Half of 2026

July 7, 2026 - Plan sponsors are simultaneously confronting heightened cybersecurity and distribution-fraud risk, SECURE 2.0’s Roth catch-up requirements, and an ERISA litigation environment increasingly focused on process and…

Ben Pace and Joseph Matus

Economic and Market Outlooks

Second Quarter 2026 Review and Third Quarter 2026 Economic and Market Outlook

July 6, 2026 - Global markets stabilized in the second half of 2026 as easing Middle East tensions, resilient economic growth, and strong AI-driven investment offset lingering inflation concerns.

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

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