Cerity Partners Management LLC is a national wealth management and investment advisory firm founded in 2009. It provides comprehensive financial advice and oversight to high-net-worth individuals, families, businesses and nonprofit organisations, and operates from multiple offices across the United States. The firm is structured as a private partnership and describes itself as one of the premier investment advisers in the country.
Its work spans several technical domains, including wealth management and investment advisory, financial planning, tax planning and preparation, estate and gift planning, corporate retirement plan consulting, workplace solutions and business owner advisory services. Estate and gift planning is delivered by in-house attorneys working alongside advisors. The advisory model is fiduciary and holistic, extending beyond investment management to encompass the full range of a client's financial affairs.
The firm brings together multidisciplinary teams of attorneys, tax advisors, financial planners and investment professionals. Its stated operating principles include a client-first approach, integrity and transparency, and objective advice. Cerity Partners positions itself as a home for talented financial advisors, with a mission centred on improving clients' financial well-being.
