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Fort Worth Office

Our Fort Worth wealth management practice combines national firm capabilities with personalized local service tailored to your financial objectives.

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Fort Worth Office: 3526 West Vickery Boulevard Fort Worth, TX 76107

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

Contact Fort Worth Office

3526 West Vickery Boulevard Fort Worth, TX 76107

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

We Know Fort Worth

As a major Texas business center, Fort Worth attracts professionals, entrepreneurs, and families building wealth in diverse industries. Our team understands this dynamic city’s financial landscape, from energy and healthcare executives to business owners and established families. Whether you’re navigating the complexities of equity-based compensation, planning for retirement, or building multi-generational wealth, our Fort Worth financial advisors deliver sophisticated guidance informed by local knowledge and supported by comprehensive national resources.

Wealth Management Services in Fort Worth

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

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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.

Our Team of Financial Advisors in Fort Worth

Our Fort Worth team serves as fiduciaries with specialized experience, leveraging Cerity Partners’ full resources to provide coordinated financial guidance.

Meet Our Full Fort Worth Team

Our Latest Insights

Ben Pace and Joseph Matus

Economic and Market Outlooks

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

April 6, 2026 - The Iran conflict has upended a relatively stable start to 2026, triggering energy-driven inflation, financial market volatility, and a more cautious stance from central banks.…

Joshua Norman

Principal

Individuals and Families

Don’t Let Tax Penalties Catch You by Surprise

April 6, 2026 - Whether you file your return by April 15 or choose to extend it, one thing does not change: Your tax liability is still due on…

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…

Additional Nearby Office

Arlington

2015 E Lamar Blvd, #200

Arlington, TX 76006

Our Arlington wealth management office delivers national resources with the personalized attention and local service you deserve for your financial future.

Contact Arlington Office

Your Introduction to a Trusted Financial Partner Awaits

Contact Fort Worth Office

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

Fort Worth Office

3526 West Vickery Boulevard

Fort Worth, TX 76107

Contact Our Fort Worth Office

Call Us: (212) 202-1810

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