We offer our clients comprehensive and attentive wealth management. Through a clear understanding of our clients’ lifestyle, liquidity needs and financial goals, together we design plans to achieve those goals and preserve their wealth.

Lorraine George-Harik
Partner

Individuals

Managing your wealth involves more than just managing your investments. Our comprehensive approach to wealth management encompasses all aspects of your financial well-being. Think of us as your outsourced family office, where you have access to the expertise necessary to help meet your short, intermediate and long-term goals. At Cerity Partners, we oversee your complete financial landscape so you have more time to focus on what matters most to you.

Who do we serve?

We serve a diverse group of high-net-worth individuals and families with simple to complex financial goals:

  • Business owners
  • Executives and professionals
  • Entrepreneurs
  • Athletes and entertainers

Why Cerity Partners?

We are an independent, national firm composed of experienced wealth management professionals:

  • Financial planners
  • Tax advisors
  • Investment specialists
  • Attorneys

Together, with your dedicated advisor, we manage all your financial needs.

What services do we offer?

Depending on your needs, you will receive all or some of the following wealth management services:

Services

  • Estate and Gift Planning

    It has been said that the 40% estate tax charged at death is an optional tax. Families that don’t plan pay the tax. Families that do plan don’t.

    Paul McGloin
    Partner and Chief Planning Officer
    Paul McGloin<br />
Partner and Chief Planning Officer

    Our Estate and Gift Planning services may include:

    • Wealth protection and transfer strategies
    • Review of wills, trusts and other estate-planning documents
    • Charitable planning and gift coordination

    Contact us to learn more about how our services may be of value to you.

  • Financial and Insurance Planning

    Life often presents unexpected events. Sound financial and risk management planning best prepares clients for navigating these events and achieving their goals.

    Nicole Joko
    Principal
    Nicole Joko<br />
Principal

    Our Financial and Insurance Planning services may include:

    • Cash flow analysis and management
    • Retirement income planning
    • Debt and savings management
    • Insurance coverage and policy reviews
    • Bill payment and bank reconciliations

    Contact us to learn more about how our services may be of value to you.

  • Tax Planning and Preparation

    The recent tax legislation aimed at simplifying the tax code caused it to be even more complex, so strategic tax planning is more critical than ever. The members of Cerity Partners tax team are forward-thinking tax planners rather than after-the-fact-tax return assemblers, integrating our tax expertise into overall wealth planning, because with taxes, it is not only important what you do, but how you do it as well. An ounce of protection is always worth more than a pound of cure.

    Ekaterina Klimentova
    Partner
    Ekaterina Klimentova<br />
Partner

    Our Tax Planning and Preparation services may include:

    • Annual tax projections and determination of quarterly tax obligations
    • Planning strategies and opportunities to reduce tax liabilities
    • Preparation and filing of personal and business tax returns

    Contact us to learn more about how our services may be of value to you.

  • Investment Management

    Our investment expertise is only part of our value to clients. When a client lost her husband after 40 years of marriage, she needed much more than a good investment plan. She needed a supportive team to guide her as she was confronted with important decisions in areas that were new to her.

    Karim Ahamed
    Partner
    Karim Ahamed<br />
Partner

    Our Investment Management services may include:

    • Creation of an Investment Policy Statement
    • Strategic and tactical asset allocation
    • Selection and oversight of investments
    • Ongoing monitoring of investment portfolios
    • Performance reporting, benchmarking and analytics
    • Market insights and guidance

    Contact us to learn more about how our services may be of value to you.

Fees

Our service fees are customized based on your needs. Please give us a call to get a personalized overview of costs.

Contact

Discover More

Looking for financial services for your company? Learn more about how Cerity Partners can support your employees’ financial lives.

Corporate Services

We’d love to hear from you!

Complete the form below or call one of our offices.

!
!
!
!
!
!

Please check the field marked with "!" for errors.
Thank you for contacting Cerity PartnersWe will be in touch shortly.

Bloomfield Hills

39533 Woodward Ave
Bloomfield Hills, MI 48304

(248) 205-4280

Chicago

227 W Monroe St
Chicago, IL 60606

(312) 715-3800

Chicago

65 E Wacker Pl
Chicago, IL 60601

(312) 645-1899

Cleveland

Terminal Tower
50 Public Square
Cleveland, OH 44113

(216) 464-6266

Denver

4725 S Monaco St
Denver, CO 80237

(303) 753-1053

Fort Worth

3526 W Vickery Blvd
Fort Worth, TX 76107

(817) 877-1040

Los Angeles

11601 Wilshire Blvd
Los Angeles, CA 90025

(310) 456-6343

Louisville

801 Main St
Suite 120
Louisville, CO 80027

(303) 604-0505

New York

335 Madison Ave
New York, NY 10017

(212) 850-4260

Orange County

3200 Bristol St
Costa Mesa, CA 92626

(714) 415-4990

Bloomfield Hills

39533 Woodward Ave
Bloomfield Hills, MI 48304

Chicago

227 W Monroe St
Chicago, IL 60606

Chicago

65 E Wacker Pl
Chicago, IL 60601

Cleveland

Terminal Tower
50 Public Square
Cleveland, OH 44113

Denver

4725 S Monaco St
Denver, CO 80237

Fort Worth

3526 W Vickery Blvd
Fort Worth, TX 76107

Los Angeles

11601 Wilshire Blvd
Los Angeles, CA 90025

Louisville

801 Main St
Suite 120
Louisville, CO 80027

New York

335 Madison Ave
New York, NY 10017

Orange County

3200 Bristol St
Costa Mesa, CA 92626