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At the center of every private foundation or charitable organization is the perpetual funding that will allow you to fulfill your mission.

Bob Smith

Partner

Cerity Partners Team

A Collaborative Team Focused on You

We utilize our colleagues’ experience and expertise to develop and execute the best solutions for your organization and its mission. Our team includes:

  • Financial planners
  • Nonprofit tax specialists
  • Investment professionals

We work as one to derive the maximum value from your resources, so you can serve others today and tomorrow.

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