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:…
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.
Economic and Market Outlooks What’s on Our Minds March 23, 2026 - President Trump walked back his ultimatum to Iran over the Strait of Hormuz, but uncertainty remains about the crisis’s resolution, with lasting damage to energy…
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
San Francisco 345 California Street San Francisco, CA 94104 415-362-3484 Our San Francisco office delivers wealth management services combining national resources with personalized guidance tailored to your financial objectives. Contact San Francisco Office
San Francisco (Cerity Partners Ventures) 433 California St, Suite 1010 San Francisco, CA 94104 Our San Francisco venture capital practice specializes in corporate innovation. We assist innovative companies–industry incumbents and startups–to help drive growth and mutual value. Contact us to explore opportunities. Contact San Francisco (Cerity Partners Ventures) 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
North Bay 100 Shoreline Highway, Suite B-101 Mill Valley, CA 94941 415-365-7329 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
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