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Grand Rapids Office

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

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

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

Contact Grand Rapids Office

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

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

We Know Grand Rapids

As West Michigan’s largest city, Grand Rapids attracts professionals, business owners, and families building wealth in diverse industries. Our team understands this region’s financial landscape, from manufacturing executives and healthcare professionals to entrepreneurs and established families. Whether you’re managing business succession, planning for retirement, or building enduring generational wealth, our Grand Rapids financial advisors deliver sophisticated guidance informed by local insight and backed by comprehensive national resources.

Wealth Management Services in Grand Rapids

Our Grand Rapids financial advisors deliver integrated wealth management encompassing investment strategies, tax planning, estate planning, and risk management solutions.

Contact Grand Rapids 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 Grand Rapids

Our Grand Rapids team operates as fiduciaries with specialized experience, accessing Cerity Partners’ full resources to provide coordinated financial guidance.

Meet Our Full Grand Rapids Team

Our Latest Insights

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.

Individuals and Families

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July 2, 2026 - A Trump Account is a new type of tax-advantaged savings account created under the federal tax code meant to give every American child a long-term…

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: July 2026 Economic and Market Outlook

July 1, 2026 - In our July outlook, Partner and Chief Market Strategist Jim Lebenthal describes broadly healthy financial conditions, including the S&P 500 up 8% year to date,…

Your Introduction to a Trusted Financial Partner Awaits

Contact Grand Rapids Office

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

Grand Rapids Office

161 Ottawa Ave. Suite 114-M

Grand Rapids, MI 49503

Contact Our Grand Rapids Office

Call Us: (212) 202-1810

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