Wealth Management for Individuals, Families & Nonprofits

Our comprehensive approach to wealth management provides everything you need under one roof.

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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.

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(602) 808-1414

7659 E Pinnacle Peak Rd., Suite 100

Scottsdale, AZ 85255

Chad Wing

Partner

Dustin Brutton

Partner

Johnathon Campion

Senior Associate

Kelly Meyer

Senior Associate

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.

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

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

June 8, 2026 - Once SpaceX goes public at a $1.77 trillion valuation, most major indexes will fast-track its inclusion and it’s expected to eventually become a top 15…

Joseph Matus, Principal

Scott Lenet

Partner

Corporate Venture Capital

How to Be a Board Observer

June 12, 2026 - The norms in venture capital have changed over the last several decades. As a result, it’s not abnormal for professional venture capitalists to assume a…

Scott Lenet, Partner
Incentive Stock Options

The Post-IPO Lockup Playbook for Equity Holders

June 12, 2026 - If you’re an employee or equity holder of a company undergoing an IPO, your shares may be your single largest financial asset. With several major…

Your Trusted Financial Partner Awaits

Connect with Our Practice

Let’s get to know each other. Schedule your discovery session to discuss your financial planning needs, learn more about what we offer, and determine whether we’re the right fit for you.

Dustin Brutton's headshot

Dustin Brutton

Partner

Connect with Our Practice

Call Us: (602) 808-1414

Let’s get to know each other. Schedule your discovery session to discuss your financial planning needs, learn more about what we offer, and determine whether we’re the right fit for you!

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