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Recognized as the Fastest-Growing RIA in New York by Citywire

Awards | Aug 16, 2023

We are pleased to announce that Cerity Partners has been recognized as the fastest-growing RIA firm in New York by Citywire’s “50 Growers Across America” list for 2023.

Read about the methodology here.

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Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

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Dustin Ribergaard

Lead Concierge

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Here are some valuable insights to read before your meeting

Paul Chmielewski

Partner

Estate Planning

2024 Gift, Estate, and GST Tax Changes

Partner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.

Stephen Klingler

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Investing

5 Things to Do in a Down Market

Volatile markets can shake the confidence of even the most committed long-term investors.  Starting with a comprehensive financial plan, understanding just how much risk you…

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Charitable Giving

A Guide to Charitable Gifting Options

Discover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…

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