<

Saratoga Springs Office

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

Contact Saratoga Springs Office
Photo of the city of Saratoga Springs
office image

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.

Contact Saratoga Springs 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 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

Scott Lenet

Partner

Corporate Venture Capital

How to Be a Board Observer

June 12, 2026 - The norms in venture capital have changed over the last several decades. As a result, it’s not abnormal for professional venture capitalists to assume a…

Incentive Stock Options

The Post-IPO Lockup Playbook for Equity Holders

June 12, 2026 - If you’re an employee or equity holder of a company undergoing an IPO, your shares may be your single largest financial asset. With several major…

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: June 2026 Economic and Market Outlook

June 3, 2026 - In his June outlook, Partner and Chief Market Strategist Jim Lebenthal focuses on the contradiction between the stock market hitting record highs amid significant global headwinds like…

Additional Nearby Office

Albany

15 Columbia Circle,

3rd Floor

Albany, NY 12303

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

Request an Introduction:

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

To improve your level of financial clarity, take the next step and download our financial worksheets by submitting your name and email address below.

Once you have completed the worksheets or if you have any questions, please call (212) 202-1810 to take the next steps in finding your clarity with one of our advisors.

Print your report here