What’s on Our Minds
Wealth Management for Individuals, Families & Business Owners
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
- Family Office
- Tax Planning & Preparation
- Business Owner Advisory
- Estate & Gift Planning
- Trust Services
- Comprehensive Financial Planning
- Investment Solutions
- Insurance Planning & Risk Management
- Accounting Services and Bill Pay
Families with significant wealth don't need more advisors. They need coordination. Our job is to guide every financial decision with full context, including investment, tax, estate, and life behind them. We do that as one integrated team, accountable for the entire balance sheet, and for preparing the next generation to carry the wealth forward. "
Jim Schlager, Partner & Practice Leader
Meet the Practice
Our office 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.
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.
Our El Segundo 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, business owners, and families to bring clarity and intention to every financial decision.
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.
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.
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.
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.
Insurance Planning & Risk Management >
Safeguard the financial security you and your loved ones have built. We assess your current risk exposure and develop customized strategies designed to protect the most vulnerable areas of your financial life.
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.
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.
Latest Insights
Tax, Handled Forward: Proactive Planning for Complex Wealth
Turn Employer Stock Into a Tax-Planning Opportunity
