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
- Estate & Gift Planning
- Insurance Planning & Risk Management
- Tax Planning & Preparation
- Family Office
- Business Owner Advisory
- Marital Financial Planning
- Cross-Border Financial Planning
- Financial Planning and Benefits Education in the Workplace
- Investment Solutions
- Retirement Plan Solutions
Our Practice Works With
We partner with individuals and families across a broad range of professional backgrounds to help simplify complexity, align financial decisions with long-term goals, and build confidence at every stage of life and business.
- Operating Patriarch/Business Owner (G1 creator, US or non-US person)
- Newly-US Family (recently became a US person)
- Next-Gen Family Leader (G2/G3 inheritor)
- Multi-Jurisdictional Family Office
- Cross-Border Executive & Family
- Stability Seeker (non-US person or family)
- Post-Exit Founder & Legacy Builder
- Matriarch/Legacy Guardian
- Established Family
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
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.
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.
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.
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.
Investment Advisory for Nonprofit Organizations >
Impactful advice and extensive oversight for foundations, endowments, and charities.
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