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

  • Wealth Management
  • Investment Solutions
  • Tax Planning and Preparation
  • Estate & Gift Planning
  • Trust Services
  • Family Office
  • Business Owner Advisory
  • Executive Financial Counseling

Meet the 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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(303) 721-7000

7001 E Belleview Avenue

Denver, CO 80237

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 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

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.

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 minimizing 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.

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.

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.

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.

Latest Insights

Joseph Matus

Principal

Economic and Market Outlooks

What’s On Our Minds

September 8, 2025 - Despite August’s weak jobs report, equity markets rallied on expectations that looser monetary policy, fiscal stimulus, and steady corporate earnings will sustain economic growth.

Joseph Matus, Principal

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.

Cathy Wegner's headshot

Cathy Wegner

Senior Associate

Connect with Our Practice

Call Us: (303) 721-7000

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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