Cerity Partners
Cerity Partners is a leading independent financial advisory firm serving high-net-worth individuals and their families, businesses and their leadership teams, and nonprofit organizations. Founded in 2009, Cerity Partners delivers a full suite of wealth management solutions to serve the complex financial lives of its clientele. The firm offers diverse solutions for various financial needs, including one-on-one support and objective advice for every aspect of your financial life.
Associated People
2022 - present
2017 - present
2009 - present
2022 - 2023
ABOUT CERITY PARTNERS
Cerity Partners is one of the largest independent wealth management firms in the country.
The firm offers comprehensive, custom-tailored wealth management for individuals, businesses, and nonprofit organizations.
The firm provides financial, estate, and tax planning, tax preparation, investment management, executive financial counseling, and retirement plan consulting services.
SOME OF THEIR SERVICES SERVICES
The firm offers integrated planning solutions to grow, protect, and preserve your wealth across generations.
Investment Solutions.
Their disciplined and goal-centric investment approach helps ensure your portfolio is positioned to withstand changing market and economic conditions.
Estate & Gift Planning.
Recommendations are tailored to your unique situation and reflect the firm's expansive knowledge of estate, trust, gift, and tax laws.
Retirement Plan Advisory.
Their comprehensive approach to address your goals and objectives while creating a premier retirement for your employees.
Financial Administration.
They work behind the scenes to organize and execute the financial tasks necessary to keep your vision thriving for generations to come.
Investment Consulting.
They design and implement a comprehensive investment strategy that aligns with your mission, long-term goals, and cash flow requirements to generate the income needed to fund your initiatives.