<

Scottsdale Office

Our Scottsdale wealth management office blends national firm resources with personalized service designed to help you achieve your financial objectives.

Contact Scottsdale Office
Photo of the city of Scottsdale
office image

Scottsdale Office: 7659 E Pinnacle Peak Rd., Suite 100 Scottsdale, AZ 85255

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

Contact Scottsdale Office

7659 E Pinnacle Peak Rd., Suite 100 Scottsdale, AZ 85255

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

We Know Scottsdale

As a premier Arizona destination, Scottsdale attracts affluent professionals, business owners, and retirees seeking exceptional lifestyle and financial opportunity. Our team understands this community’s priorities, from executives and entrepreneurs to families managing multi-generational wealth. Whether you’re managing investment portfolios, planning for retirement, or establishing a family legacy, our Scottsdale financial advisors deliver sophisticated guidance informed by local market knowledge and backed by comprehensive national resources.

Wealth Management Services in Scottsdale

Our Scottsdale financial advisors deliver comprehensive wealth management incorporating investment solutions, tax planning, estate planning, and risk management strategies.

Contact Scottsdale 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 Scottsdale

Our Scottsdale team operates as fiduciaries with specialized knowledge, leveraging Cerity Partners’ full resources to provide coordinated financial guidance.

Meet Our Full Scottsdale Team

Our Latest Insights

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q2 2026 Market & Economic Outlook

May 5, 2026 - Join our Investment Office for a review of the key market trends we witnessed in the first quarter and our outlook for what may lie…

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

May 4, 2026 - AI infrastructure investment has emerged as a key driver of broader economic growth, with capital expenditures up 10% in the first quarter of 2026 and…

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

April 27, 2026 - Strong March retail data, bolstered by low unemployment and tax refunds, suggests US consumers are absorbing the energy price shock from the Iran war without…

Your Introduction to a Trusted Financial Partner Awaits

Contact Scottsdale Office

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

Scottsdale Office

7659 E Pinnacle Peak Rd., Suite 100

Scottsdale, AZ 85255

Call us to Schedule: (212) 202-1810

Contact Our Scottsdale Office

Call Us: (212) 202-1810

Or 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