• Lowenstein Sandler

Impactful Advice, Simplified Administration

As part of a firm-sponsored program, Lowenstein Sandler executives have the opportunity to work with Cerity Partners’ coordinated team of specialists, who provide a comprehensive suite of services focused on preserving, growing, and protecting your wealth.

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Executive Financial Counseling

As a Lowenstein Sandler executive, you have access to Cerity Partner’s Executive Financial Counseling services at a discounted rate. Our team of advisors and consultants act in a fiduciary role, making sure all financial decisions are in your best interest and align with your personal goals. Executive Financial Counseling with Cerity Partners will include the following:

  • Compensation and Benefits Integration
  • Investment Management
  • Estate Planning & Wealth Transfer
  • Retirement Planning
  • Income Tax Strategies
  • Risk Management and Insurance Planning

Our Team is Your Team

We believe creating a financial plan is the first step toward a successful retirement. Many factors affect your financial future, so we’ve created an in-house team of specialists to help you along the way. As an Cerity Partners client you will have a dedicated advisor team with access to specialists in other fields such as tax and insurance through one of our many affiliates.

Executive Financial Planning

Tax Planning & Preparation

Estate & Gift Planning

Investment Solutions

Insurance Planning & Risk Management

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A Collaborative Team Focused on You

We believe creating a financial plan is the first step toward a successful retirement. Many factors affect your financial future, so we’ve created an in-house team of specialists to help you along the way.

As a Cerity Partners client you will have a dedicated advisor team with access to specialists in other fields such as tax and insurance through one of our many affiliates.

Meet the Team

Theodore D. Schneider

Senior Principal

Andrew Blumenthal

Partner

Matthew Serkes

Partner

Bruce A. Hyde

Partner

Jake Clemens

Principal

Marianne S. Rodriguez

Principal
Bruce A. Hyde
As part of the Lowenstein Sandler team, you understand the value of expert guidance. While you may have a Financial Planner, we at Cerity Partners invite you to gain an additional perspective. ”

Bruce A. Hyde, CPA, Partner

Let’s achieve your goals together.

Schedule a consultation with an Cerity Partners advisor to review the following:

  • Plan and manage cash distributions throughout the year to support both short-term and long-term cash flow needs
  • Maximizing Lowenstein Sandler retirement plans such 401(k), profit sharing plan and cash balance plan and how they can work together to meet retirement goals
  • Assess group insurance options and costs compared to private coverage to ensure adequate protection as personal and life circumstances evolve
Schedule Now

Paul Chmielewski

Partner

Estate Planning

10 Ways to Protect the Wealth You Have Built 

May 2, 2025 - Regardless of wealth level, everyone's assets are at risk, and it is critical to put together a plan to safeguard them. Learn 10 ways to…

Natalia Tchetchoulina

Partner

Estate Planning

How to Pass Down Prized Jewelry, Art, and Cars  

May 28, 2025 - Contemporary collectors want to convey their legacy to future generations. Learn how to properly pass down jewelry, art, and more to ensure the legacy endures.

Individuals and Families

Webinar Recording: Navigating Property Insurance

May 21, 2025 - Climate change, natural disasters, and industry-wide challenges have sent homeowners insurance rates soaring and caused some insurance companies to cancel policies. In this on-demand presentation,…

Thomas Decker

Senior Principal

Individuals and Families

3 Steps to Take You from “High Income” to “High Net Worth”

February 25, 2025 - Earning a high salary is only the first step toward lasting financial success. This article provides three essential strategies—financial organization, smart investing, and tax optimization—to…

Individuals and Families

10 Smart Ways to Use Your Bonus

February 4, 2025 - Expecting a considerable bonus or other windfall? Our advisors share 10 smart ways to leverage it and thoughts on how to choose the right one…

Cerity Partners LLC has an agreement with Lowenstein Sandler to provide advisory services to certain Lowenstein Sandler employees. However, Cerity Partners is not affiliated with Lowenstein Sandler. Cerity Partners LLC and Lowenstein Sandler are separate and unrelated companies.

Please read important disclosures here.

Specialized Financial Planning Advice for Your Employees

Schedule your complimentary discovery call with an advisor who specializes in your company benefits. They will assist in seamlessly incorporating these benefits into your broader financial strategy, guiding you forward in your financial journey.

Doug Bonaquist's headshot

Doug Bonaquist

Partner

Specialized Financial Planning Advice for Lowenstein Sandler Employees

Schedule your complimentary discovery call with an advisor who specializes in your company benefits. They will assist in seamlessly incorporating these benefits into your broader financial strategy, guiding you forward in your financial journey.

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Call us: (212) 202-1810

Call us to Schedule: (212) 202-1810

Book your meeting

This call is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Doug Bonaquist

Partner

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