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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.

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Park Avenue: 99 Park Avenue New York, NY 10016

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

Contact Park Avenue Office

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.

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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 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.

Meet Our Full Park Avenue 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

Trump Accounts: What Every Parent Needs to Know

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,…

Additional Nearby Offices

Wall Street

28 Liberty Street, Suite 4410

New York, NY 10005

Located on Wall Street in the heart of New York’s financial district, Cerity Partners’ family office practice serves ultra-high-net-worth families with the comprehensive, integrated wealth stewardship that a dedicated New York family office delivers.

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Westfield

241 North Avenue W

Third Floor, Suite 300

Westfield, NJ 07090

Our Westfield office delivers wealth management services that combine national resources with personalized attention designed to help you achieve your financial goals.

Contact Westfield Office

Your Introduction to a Trusted Financial Partner Awaits

Contact Park Avenue Office

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

Park Avenue Office

99 Park Avenue

New York, NY 10016

Call us to Schedule: (212) 202-1810

Contact Our Park Avenue Office

Call Us: (212) 202-1810

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