Turn Employer Stock Into a Tax-Planning Opportunity
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 Practice Provides
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.
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.
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.
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.
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.
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.
Investment Management >
Building long-term wealth during a compressed earning window requires a disciplined approach. We construct diversified investment portfolios tailored to your timeline, risk profile, and goals. We serve as an additional layer and objective sounding board to vet unsolicited opportunities that come your way—so you can confidently pass on the ones that don’t fit your plan and take advantage of the ones that do.
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.
Latest Insights
Frequently Asked Questions About California’s 2026 Billionaire Tax
California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use
