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Request an IntroductionWe are delighted to share our latest campaign on CBS News online explaining how Cerity Partners is tackling a longstanding challenge in the industry: how to provide truly comprehensive and coordinated financial guidance to a wide range of clients—from high-net-worth individuals and families to corporations and nonprofit organizations—with an exceptional level of alignment, objectivity, and service.



Schedule your complimentary 30-minute discovery call 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
or Schedule a complimentary discovery call now:
This 30-minute call with me 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!
Principal & Client Experience Director
Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.
We look forward to connecting with you soon.
James Lebenthal
Partner & Chief Market Strategist
James Lebenthal and Amita Schultes
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