Individuals and Families California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…
Economic and Market Outlooks Video: August 2026 Economic and Market Outlook August 4, 2026 - In our August outlook, Partner and Chief Market Strategist Jim Lebenthal walks through why our view of the market remains positive despite key risks. We…
Economic and Market Outlooks Webinar Recording: Q3 2026 Market & Economic Outlook July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…
San Francisco 345 California Street San Francisco, CA 94104 Our San Francisco office delivers wealth management services combining national resources with personalized guidance tailored to your financial objectives. Contact San Francisco Office
North Bay 100 Shoreline Highway, Suite B-101 Mill Valley, CA 94941 Our Mill Valley wealth management office combines national firm resources with personalized service focused on your financial goals. Contact North Bay Office
Greenbrae 300 Drakes Landing Road Greenbrae, CA 94904 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
Lafayette 3595 Mount Diablo Blvd, Suite 300 Lafayette, CA 94549 Our Lafayette office serves every client as a fiduciary, combining specialized experience with Cerity Partners’ full national capabilities to provide thoughtful, integrated financial guidance. Contact Lafayette Office
Silicon Valley (Redwood City) 203 Redwood Shores Parkway Redwood City, CA 94065 Our Redwood City wealth management office combines national firm capabilities with personalized service focused on your financial goals and success. Contact Silicon Valley (Redwood City) Office
Silicon Valley (San Jose) 550 S. Winchester Boulevard, Suite 350 San Jose, CA 95128 Our San Jose wealth management office combines national firm capabilities with personalized service designed to help you achieve your financial aspirations. Contact Silicon Valley (San Jose) Office
Sonoma 651 1st St W Suite C Sonoma, CA 95476 Our Sonoma wealth management practice combines national firm capabilities with personalized local service tailored to your financial goals. Contact Sonoma Office