Individuals and Families The Tax Drag Hiding in Your Long-Term Financial Plan July 9, 2026 - You’ve saved diligently. You have an IRA, a 401(k), and maybe an annuity. But there are decisions embedded in common retirement account structures that many…
Corporations Process Over Outcomes: What Plan Fiduciaries Need to Watch in the Second Half of 2026 July 7, 2026 - Plan sponsors are simultaneously confronting heightened cybersecurity and distribution-fraud risk, SECURE 2.0’s Roth catch-up requirements, and an ERISA litigation environment increasingly focused on process and…
Economic and Market Outlooks Second Quarter 2026 Review and Third Quarter 2026 Economic and Market Outlook July 6, 2026 - Global markets stabilized in the second half of 2026 as easing Middle East tensions, resilient economic growth, and strong AI-driven investment offset lingering inflation concerns.
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
North Bay 100 Shoreline Highway, Suite B-101 Mill Valley, CA 94941 Our Mill Valley wealth management office combines national firm resources with personalized service focused on your financial goals. Contact North Bay Office
San Francisco 345 California Street San Francisco, CA 94104 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
Silicon Valley (Redwood City) 203 Redwood Shores Parkway Redwood City, CA 94065 Our Redwood City wealth management office combines national firm capabilities with personalized service focused on your financial goals and success. Contact Silicon Valley (Redwood City) Office
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