Cerity Partners
Cerity Partners is a premier independent financial advisory firm that serves high-net-worth individuals, their families, business leaders, and nonprofit organizations. Founded in 2009, the firm provides a comprehensive suite of wealth management solutions tailored to meet the complex and evolving financial needs of its clients. With a focus on personalized guidance and objective advice, Cerity Partners offers strategic support across all aspects of financial life: from investment and tax planning to estate and retirement strategies.
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.