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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

James Lebenthal and Amita Schultes

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…

Scott Lenet

Partner

Corporate Venture Capital

Startups Should Not Wait to Hire CFOs

July 15, 2026 - In our experience having funded more than 200 startups as of the second quarter of 2026, venture-backed businesses often treat the CFO hire as a…

Carrie A. Grey and Joshua Norman

Individuals and Families

Tax Challenges Every Business Operating in Multiple States Must Navigate

July 14, 2026 - Expanding a business across state lines opens new markets and growth opportunities, but it also introduces a complex web of tax obligations that can catch…

Additional Nearby Office

Albany

15 Columbia Circle,

3rd Floor

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

Contact Our Saratoga Springs Office

Call Us: (212) 202-1810

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