A Broad Range of Services Focused on You
One-on-one support and objective advice for every aspect of your financial life.
Wealth Protection for Individuals and Families
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.
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.
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.
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.
Estate & Gift Planning
Our sophisticated estate and wealth transfer strategies help you preserve your legacy while minimizing tax burdens. Every recommendation is tailored to your specific needs, leveraging our extensive knowledge of estate, trust, gift, and tax regulations.
Insurance Planning
Family Office
Our family office services free you to focus on what matters most, providing a coordinated team of specialists dedicated to preserving, growing, and protecting your family’s prosperity.
Business Owner Advisory
Cross-Border Financial Planning
Corporations
Executive Financial Counseling as a Corporate Benefit
Your compensation and benefits offerings are a talent retention necessity and, arguably, your executives’ largest source of wealth creation. Executive Financial Counseling helps your senior leaders fully realize these benefits and boost your ROI in the process.
Beneficiary Financial Counseling
When an employee dies, the greatest gift you can give their family is care and support. Our Beneficiary Counseling Services help beneficiaries navigate the financial challenges that arise after the death of a loved one, helping them adjust to their “new normal.
Executive Financial Counseling for Individuals & Families
The financial life of an executive is complicated, and coordinating all the elements takes time. We serve as your personal CFO, providing a more efficient and simpler way to manage your growing wealth.
Retirement Plan Consulting
Secure retirements begin with a sound and effective plan. Our comprehensive approach is designed to address your goals and objectives while creating a premier retirement plan for your employees.
Defined Benefit Plans
Our retirement plan consultants understand the intricacies of managing active, frozen, and terminating defined benefit plans. They work closely with you to develop a course of action to mitigate risk, reduce costs, and drive better results.
Defined Contribution Services
With increasing attention focused on fiduciary roles and responsibilities, maintaining a sound retirement plan is more important than ever before. We help you measure five critical dimensions of plan success to increase your plan’s effectiveness and the retirement readiness of your employees.
Qualified Plan Management
We work with your board of directors, HR, and executive compensation teams to develop powerful nonqualified plan solutions that positively impact your recruitment, retention, and bottom line.
Employee Stock Ownership Plans
Implementing and growing successful ESOPs that drive employee engagement through an active ownership culture.
Financial Wellness Coaching
Your employees’ financial stress can have a cascading effect on absenteeism, morale, and productivity. Our comprehensive financial wellness coaching helps alleviate this stress, enabling employees to focus on their responsibilities at work.
The Cerity Partners Pooled Employer Plan
A retirement plan benefit, without the retirement plan hassle. Provide a retirement plan benefit for your employees, that also makes sense for your business.
Financial Wellness Coaching
Your employees’ financial stress can have a cascading effect on absenteeism, morale, and productivity. Our comprehensive financial wellness coaching helps alleviate this stress, enabling employees to focus on their responsibilities at work.
Corporate Venture Capital for Entrepreneurs & Investors
Startups endure constant pressure from well-funded competitors. Corporate venture investors can help differentiate your company by providing a brand halo, technical expertise, supply chain agreements, distribution or marketing assistance, and even good old-fashioned customer revenue.
Corporate Venture Capital for Corporations
We’ve combined the best of corporate and institutional venture capital to create a unique venture capital offering. Our team, with extensive venture capital industry expertise and corporate development skills, is dedicated to providing world-class strategy insights that help corporations adapt to the rapid pace of change.
Let’s Collaborate with Us!
From an early stage start-up’s growth strategies to helping existing businesses, we have done it all! The results speak for themselves. Our services work.