Wealth Management

The financial lives of high-net-worth individuals are complicated. We understand the unique challenges you face and offer integrated planning solutions to grow, protect, and preserve your wealth across generations.

Investment Solutions

Investing is a commitment to your future. It's a way to grow and preserve what you've earned. Our disciplined and goal-centric investment approach helps ensure your portfolio is positioned to withstand changing market and economic conditions.

Estate & Gift Planning

Our advanced estate planning and wealth preservation solutions help you achieve your goals while mitigating tax liabilities. Recommendations are tailored to your unique situation and reflect our expansive knowledge of estate, trust, gift, and tax laws.

Financial Planning

Successfully navigating the financial challenges that come with wealth involves planning, relevant advice, and an advisor who’s not afraid to say "no" when you ask, “can I afford this?” Cerity Partners does all three.

Insurance Planning & Risk Management

Protect the life you and your family have worked so hard to build. We help you understand your current level of risk exposure and offer personalized solutions that seek to protect the 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.

Business Owner Advisory

We work with owners of privately-held businesses to help them create and execute transition plans that provide a seamless and successful exit for themselves, their families and other stakeholders.

Marital Financial Planning

We’re here to help you create a comprehensive financial plan that reflects your shared vision. In the unfortunate event your marriage dissolves, we also provide divorce financial consulting.

Family Office

Our family office services span the spectrum from full financial management to helping you establish and coordinate your own family office. Whatever level of support you need, we can help.

Cross-Border Financial Planning

Just because your professional life is spread across different regions of the world 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.

Business Owner Advisory

We work with owners of privately-held businesses to help them create and execute transition plans that provide a seamless and successful exit for themselves, their families and other stakeholders.

Cross-Border Financial Planning

Just because your professional life is spread across different regions of the world 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.

Wealth Management

The financial lives of high-net-worth individuals are complicated. We understand the unique challenges you face and offer integrated planning solutions to grow, protect, and preserve your wealth across generations.

Investment Solutions

Investing is a commitment to your future. It's a way to grow and preserve what you've earned. Our disciplined and goal-centric investment approach helps ensure your portfolio is positioned to withstand changing market and economic conditions.

Estate & Gift Planning

Our advanced estate planning and wealth preservation solutions help you achieve your goals while mitigating tax liabilities. Recommendations are tailored to your unique situation and reflect our expansive knowledge of estate, trust, gift, and tax laws.

Financial Planning

Successfully navigating the financial challenges that come with wealth involves planning, relevant advice, and an advisor who’s not afraid to say "no" when you ask, “can I afford this?” Cerity Partners does all three.

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 Solutions

Investing is a commitment to your future. It's a way to grow and preserve what you've earned. Our disciplined and goal-centric investment approach helps ensure your portfolio is positioned to withstand changing market and economic conditions.

Wealth Management

The financial lives of high-net-worth individuals are complicated. We understand the unique challenges you face and offer integrated planning solutions to grow, protect, and preserve your wealth across generations.

Estate & Gift Planning

Our advanced estate planning and wealth preservation solutions help you achieve your goals while mitigating tax liabilities. Recommendations are tailored to your unique situation and reflect our expansive knowledge of estate, trust, gift, and tax laws.

Financial Planning

Successfully navigating the financial challenges that come with wealth involves planning, relevant advice, and an advisor who’s not afraid to say "no" when you ask, “can I afford this?” Cerity Partners does all three.