Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Enjoy Barron’s interview with Kurt Miscinski as he discusses gaining a steady flow of new clients through Cerity’s workplace benefits business which provide executive financial counseling and other services.
Kurt Miscinski
PARTNER, PRESIDENT & CEO
Ben Pace
Chief Investment Officer
By clicking “Submit”, 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.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.
Jonathan Taylor
Partner
Curious about learning more? Let’s talk.