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

Contact 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

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 Team

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Additional Nearby Offices

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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.

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