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

  • Investment Solutions
  • Financial Planning
  • Estate & Gift Planning
  • Tax Planning & Preparation
  • Insurance Planning & Risk Management
  • Women's Wealth
  • Marital Financial Planning
  • Cross-Border Financial Planning
  • Investment Advisory for Nonprofit Organizations

Our Practice Works With

We partner with clients whose financial lives don't fit a standard template. Whatever the complexity, our goal is to help simplify it.

  • Cross Border Investors & U.S. Citizens Abroad
  • Law Firm Partners
  • Women Investors, Divorcées, & Widows
  • Business Owners & Executives
  • Non-Profit Organizations
  • Multi-Generational Wealth Families
  • Accounting Firm Partners

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.

Women’s Wealth >

Cerity Partners advisors provide comprehensive wealth management tailored to women’s distinct financial needs.

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.

Cross-Border Financial Planning >

Just because your professional life is international doesn’t mean your financial life has to be complicated. Cerity Partners has extensive knowledge of U.S. and global tax laws and regulations, and we will work with you to preserve and grow your wealth here and abroad.

Investment Advisory for Nonprofit Organizations >

Impactful advice and extensive oversight for foundations, endowments, and charities.​

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.

Meet Our Full Practice Request an Introduction
(908) 789-7310

New Jersey

241 North Avenue W

Third Floor, Suite 300

Westfield, NJ 07090

New York

99 Park Avenue

New York, NY 10016

Florida

4800 T-Rex Avenue,

Suite 275

Boca Raton, FL 33431

Latest Insights

Mariella Foley

Partner

Individuals and Families

Retirement Planning for Single Women: How to Prepare

December 11, 2025 - Women already face gender-specific financial planning challenges. These include a longer life expectancy and a pay gap that results in lower salaries and lower lifetime…

Mariella Foley, Partner

Frederic Behrens

Partner

Cross-Border Planning

Guide to Financial Planning for Non-U.S. Citizens Living in the United States

January 9, 2023 - Those living (or soon to be living) in the United States on a green card or U.S. employment visa face many financial, tax and legal…

Frederic Behrens, Partner

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.

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.

Steven J. Giacona's headshot

Steven J. Giacona

Partner & Practice Leader

Connect with Our Practice

Call Us: (908) 789-7310

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!

Request an Introduction

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