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Saratoga Springs Office

Our Saratoga Springs office delivers wealth management services combining national resources with personalized attention tailored to your financial goals.

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Saratoga Springs Office: 321 Broadway Saratoga Springs, NY 12866

M-F 8:30 AM - 5:00 PM

Contact Saratoga Springs Office

321 Broadway Saratoga Springs, NY 12866

M-F 8:30 AM - 5:00 PM

We Know Saratoga Springs

Known for its historic charm and vibrant community, Saratoga Springs attracts professionals, business owners, and families. Our team understands this region’s distinctive character, from executives and entrepreneurs to retirees and established families. Whether you’re managing investment portfolios, planning for retirement, or establishing a family legacy, our Saratoga Springs financial advisors provide sophisticated guidance informed by local knowledge and backed by comprehensive national resources.

Wealth Management Services in Saratoga Springs

Our Saratoga Springs financial advisors provide integrated wealth management encompassing investment strategies, tax planning, estate planning, and risk management.

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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 Saratoga Springs

Our Saratoga Springs team serves as fiduciaries with specialized experience, accessing Cerity Partners’ full resources to provide coordinated guidance.

Meet Our Full Saratoga Springs Team

Our Latest Insights

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

March 30, 2026 - Rising inflation, fiscal deficits, and geopolitical pressures have driven stocks and bonds into positive correlation, potentially undermining their long-standing role as mutual portfolio hedges.

Kim Clark

Principal

Individuals and Families

10 Things Business Owners Should Know Before Getting a Divorce

March 26, 2026 - Divorce is always a major life transition, but for business owners it can be especially complex. Your company is not just a source of income:…

James Lebenthal and Rita Lee

Economic and Market Outlooks

Webinar Recording: Economic Outlook Amid Global Uncertainty

March 25, 2026 - Join members of the Investment Office for a timely discussion on market volatility, private credit, and artificial intelligence.

Additional Nearby Office

Albany

4 Tower Place, Suite 1001 Albany, NY 12203

Our Albany wealth management office blends the full resources of a national firm with personalized guidance tailored to the financial lives of Capital Region clients.

Contact Albany Office

Your Introduction to a Trusted Financial Partner Awaits

Contact Saratoga Springs Office

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

Saratoga Springs Office

321 Broadway

Saratoga Springs, NY 12866

Call us to Schedule: (212) 202-1810

Contact Our Saratoga Springs Office

Call Us: (212) 202-1810

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