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New York (Park Avenue) Office
Cerity Partners' Park Avenue office delivers comprehensive New York wealth management and institutional OCIO services from the heart of the world's foremost financial center, backed by the full resources of a leading national firm.
Contact Park Avenue Office
Park Avenue: 99 Park Avenue New York, NY 10016
M-F 9:00 AM - 5:00 PM
We Know New York
Park Avenue sits at the epicenter of global finance, home to corporate executives, investment professionals, multigenerational family wealth, and some of the nation’s most consequential endowments and foundations. Our New York financial advisors serve high-net-worth individuals and families with integrated planning encompassing tax strategy, estate planning, and investment management; while the New York OCIO practice delivers bespoke outsourced chief investment officer solutions to institutions seeking an experienced fiduciary partner. Both practices share a commitment to transparency, personalized service, and outcomes-driven guidance that defines Cerity Partners as a firm.
Wealth Management Services in New York
Cerity Partners’ Park Avenue New York office delivers comprehensive wealth management incorporating investment solutions, tax planning, estate planning, and risk management; alongside New York OCIO services including bespoke portfolio construction, multi-asset class investment management, mission-aligned investing, and institutional fiduciary oversight.
Contact Park Avenue 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 New York
Cerity Partners’ Park Avenue team serves New York wealth management and institutional OCIO clients as dedicated fiduciaries; drawing on one of the most experienced advisory practices in New York City and the full depth of our national capabilities.
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