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 preserver, grow, and transfer prosperity.

Our Practice Provides

  • Investment Solutions
  • Financial Planning
  • Estate and Gift Planning
  • Tax Planning & Preparation
  • Insurance Planning & Risk Management
  • Investment Advisory for Nonprofit Organizations

Meet the Portland 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.

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503-621-9207

2175 NW Raleigh Street
Suite 110,
Portland, OR 97210

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.​

Latest Insights

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

July 20, 2026 - June’s Consumer Price Index fell 0.4% as a 23% drop in WTI crude oil prices combined with unusually broad-based cooling in core inflation and encouraging…

Joseph Matus, Principal

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

James Lebenthal and Amita Schultes

Scott Lenet

Partner

Corporate Venture Capital

Startups Should Not Wait to Hire CFOs

July 15, 2026 - In our experience having funded more than 200 startups as of the second quarter of 2026, venture-backed businesses often treat the CFO hire as a…

Scott Lenet, Partner

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.

Isaac Presley's headshot

Isaac Presley

Partner & Practice Leader

Call us to Schedule: 503-621-9207

Connect with Our Practice

Call Us: 503-621-9207

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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