Frequently Asked Questions About California’s 2026 Billionaire Tax
Greenbrae Office
Our Greenbrae wealth management office serves clients throughout Marin County with the personalized attention of a local team and the full capabilities of a leading national firm.
Contact Greenbrae Office
Greenbrae Office: 300 Drakes Landing Road Greenbrae, CA 94904
M-F 9:00 AM - 5:00 PM
We Know Greenbrae
Greenbrae sits at the heart of Marin County, one of the Bay Area’s most affluent communities, home to professionals, executives, retirees, and families who have built significant wealth through careers in technology, finance, healthcare, and real estate. Our team understands the distinct financial landscape of this region; from California’s complex tax environment and high-value real estate considerations to concentrated stock positions and the philanthropic priorities common among Marin’s established families. Our Greenbrae financial advisors deliver sophisticated, locally informed guidance backed by comprehensive national resources.
Wealth Management Services in Greenbrae
Our Greenbrae financial advisors deliver comprehensive wealth management incorporating investment solutions, tax planning, estate planning, and risk management strategies.
Contact Greenbrae 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 Greenbrae
Our Greenbrae team acts as fiduciaries for every client, combining specialized knowledge of the Marin County market with Cerity Partners’ full national capabilities and resources.
Meet Our Full Greenbrae TeamOur Latest Insights
The Outsourcing Landscape: A Field Guide to OCIO Services
How Should Corporations Get Paid For Helping Startups?
