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Boston (State Street) Office

Located on State Street in the heart of Boston's financial district, our wealth management office connects clients to national firm resources with service tailored to their individual goals.

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State Street: 53 State Street Boston, MA 02109

Contact Boston (State Street) Office

53 State Street Boston, MA 02109

We Know Boston

As one of America’s most storied financial centers, Boston attracts a remarkable concentration of wealth—built through finance, technology, healthcare, and generations of family enterprise. Our State Street team works with executives, institutional professionals, entrepreneurs, and established families who require a sophisticated, integrated approach to wealth management. From equity planning and tax-efficient investing to philanthropic strategy and multi-generational estate work, our Boston financial advisors provide skilled, comprehensive counsel informed by an intimate knowledge of this distinctive market.

Wealth Management Services in Boston

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

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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 Boston

The Boston State Street team at Cerity Partners acts as a fiduciary on behalf of every client, bringing specialized experience and the full weight of our national platform to each relationship.

Meet Our Full State Street Team

Our Latest Insights

Ben Pace and Joseph Matus

Economic and Market Outlooks

First Quarter 2026 Review and Second Quarter 2026 Economic and Market Outlook

April 6, 2026 - The Iran conflict has upended a relatively stable start to 2026, triggering energy-driven inflation, financial market volatility, and a more cautious stance from central banks.…

Joshua Norman

Principal

Individuals and Families

Don’t Let Tax Penalties Catch You by Surprise

April 6, 2026 - Whether you file your return by April 15 or choose to extend it, one thing does not change: Your tax liability is still due on…

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: April 2026 Economic and Market Outlook

April 1, 2026 - In his April outlook, Partner and Chief Market Strategist Jim Lebenthal focuses on the war in Iran as the dominant concern for financial markets and…

Additional Nearby Office

Boston (Franklin Street)

265 Franklin Street, Suite 2001 Boston, MA 02110

Our Boston wealth management office on Franklin Street delivers the resources of a leading national firm alongside the personalized service that Boston-area clients deserve.

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Your Introduction to a Trusted Financial Partner Awaits

Contact Boston (State Street) Office

Our Boston (State Street) office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

State Street Office

53 State Street
Boston, MA 02109

Contact Our Boston (State Street) Office

Call Us: (212) 202-1810

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