Certain financial planning decisions must be made by December 31 or sooner.
Download the 2026 Year-End Opportunities Guide
Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals and match you with the advisor most well suited to help.
Request an IntroductionCerity Partners is pleased to share that CEO Kurt Miscinski was featured in Asset TV’s “Meet the RIA” series, highlighting the firm’s continued growth, purpose-driven culture, and forward-looking approach to wealth management.
In the interview, Kurt reflects on Cerity Partners’ 15-plus-year journey — from its founding vision to becoming one of the nation’s leading full-service wealth management firms. He discusses how the firm’s client-first mission, commitment to employee development, and focus on innovation and technology have been central to its sustained success.
As Cerity Partners continues to expand its reach and capabilities, Kurt shares insights on how the firm is preparing for the future of wealth management through strategic investments in people, partnerships, and emerging technologies.
David Horowitz
Partner & Co-Lead of Cerity Partners Ventures
Schedule your complimentary 30-minute introductory meeting so we can understand your unique financial goals and match you with an advisor well suited to your needs.
Principal & Client Experience Director
Principal & Client Experience Director
Principal & Client Experience Director
We look forward to connecting with you soon.
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