What’s on Our Minds
Wealth Management for Individuals, Families & Nonprofits
Our comprehensive approach to wealth management provides everything you need under one roof.
A More Thorough Approach
Successful wealth management considers every aspect of your finances. We offer a full spectrum of coordinated services to preserve, grow, and transfer prosperity.
Our Practice Provides
- Comprehensive Financial Planning
- Investment Management
- Financial Planning and Benefits Education in the Workplace
- Business Owner Advisory
- Estate and Gift Planning
- Retirement Plan Consulting
- Tax Planning & Preparation
Meet the Scottsdale Practice
Our practice delivers value and personalized service to clients through integrity, professionalism, and results-driven performance. We work collaboratively to help clients navigate life’s milestones and achieve their financial goals.
I know firsthand how quickly life can change — and how critical it is to have a trusted financial partner before that moment comes. My goal has always been to be that one place clients can turn for everything financial: one door, one plan, one advisor who truly knows their story and is committed to their future."
Chad Wing, Partner
Our Scottsdale Practice Provides
Strategic financial planning and personalized advice designed to protect your legacy and grow your wealth across every stage of life.
Preserve, Grow, and Protect Your Wealth Now and For Generations to Come.
Whether you're building, growing, or transitioning wealth, our specialists work with executives, entrepreneurs, retirees, and families to bring clarity and intention to every financial decision
Financial Planning >
Successfully navigating the financial challenges that come with wealth necessitates planning, relevant advice, and a financial advisor who’s always in your corner. Cerity Partners provides all three.
Wealth Management >
The financial lives of high-net-worth individuals are complicated. We understand the unique challenges you face and offer integrated planning solutions to grow, protect, and preserve your wealth across generations.
Investment Solutions >
Investing is a long-term commitment to your financial well-being. It’s about growing and safeguarding your wealth. Our disciplined, goal-oriented approach ensures your portfolio remains resilient in the face of market and economic fluctuations.
Estate & Gift Planning >
Our sophisticated estate and wealth transfer strategies help you preserve your legacy while helping minimize tax burdens. Every recommendation is tailored to your specific needs, leveraging our extensive knowledge of estate, trust, gift, and tax regulations.
Family Office >
Our family office services free you to focus on what matters most, providing a coordinated team of specialists dedicated to preserving, growing, and protecting your family's prosperity.
Women’s Wealth >
Cerity Partners advisors provide comprehensive wealth management tailored to women’s distinct financial needs.
Tax Planning & Preparation >
We design and implement tax optimization strategies, including the creation of detailed tax projections and the preparation of personal, trust, and business tax returns.
Marital Financial Planning >
Divorce marks the end of marriage but also the start of your new life. We can help you navigate the financial challenges of divorce and embrace the opportunities for building a thriving, secure future.
Trust Services >
Protect what you have worked for, and ensure your intentions are fulfilled with the objective support of a team of financial professionals who have a fiduciary duty of care and loyalty to our clients.
Running Your Business Isn't Just Business. It's Personal.
From privately-held business owners and medical practice owners to institutional clients, we provide the financial strategy, operational rigor, and transition planning needed to protect and grow what you have built.
Business Owner Financial Planning >
We work with owners of privately-held businesses to help them create and execute transition plans that provide a seamless and successful exit for themselves, their families and other stakeholders.
Business Owner Advisory >
We work with owners of privately held businesses to help them create and execute transition plans that provide a seamless and successful exit for themselves, their families, and other stakeholders.
Practice Owner Financial Planning >
Specialized planning advice for owners of medical, dental, legal, and other professional service firms.
Transition and Exit Planning >
When it's time to transition your business, every decision matters. We help business owners maximize value by strengthening the human, structural, customer, and cultural capital that makes your company worth more -and built to last.
CFO & Accounting Services >
A partner in helping you determine strategic business decisions, streamline costs, and solve problems.
ESOP Consulting >
We partner with organizations to navigate the complexities of Employee Stock Ownership Plans. We ensure that ESOP structure, valuation, and transition strategies are thoughtfully aligned with your company's long-term vision and the financial futures of your employee-owners.
A Wealth of Financial Solutions for Every Employee.
We partner with CHROs, people leaders, and senior executives to design financial programs that support employees at every stage of their career — from first job to retirement.
Retirement Plan Consulting >
Secure retirements begin with a sound and effective plan. Our comprehensive approach is designed to address your goals and objectives while creating a competitive retirement plan for your employees.
Defined Contribution Services >
With increasing attention focused on fiduciary roles and responsibilities, maintaining a sound retirement plan is more important than ever before. We help you measure five critical dimensions of plan success to increase your plan’s effectiveness and the retirement readiness of your employees.
Executive Financial Counseling >
Your compensation and benefits offerings are a talent retention necessity and, arguably, your executives’ largest source of wealth creation. Executive Financial Counseling helps your senior leaders fully realize these benefits and boost your ROI in the process.
What You Can Expect
Cerity Partners clients benefit from a team of specialists working in concert on every aspect of their financial plan.
Independence
Our advisors draw upon the universe of available solutions to the extent they can be leveraged in your interest. We are not bound to any one solution.
Exceptional Talent
Our collaborative culture, broad capabilities, and commitment to high standards have helped us attract experienced professionals from across the wealth management industry.
Stewardship
We explain relevant wealth management issues and solutions, providing full transparency on all terms, risks, and expected outcomes.
Thought Leadership
Our firm's specialists provide timely insights on the most opportune and challenging financial topics of the moment.
Scale with Personalization
Cerity Partners is proud to be one of the fastest-growing RIAs. We create economies of scale across our practice-lower cost structures on investments, exclusive access to private investing, and advanced research and technology. Our rich resources enable advisors to do their best work.
Diversity
The diversity of our perspectives enables us to work with a wide variety of needs and meet our clients where they are.
Latest Insights
The Outsourcing Landscape: A Field Guide to OCIO Services
How Should Corporations Get Paid For Helping Startups?
