Cerity Partners is a trusted financial services brand offering custom-tailored wealth management solutions for individuals, businesses, and nonprofit organizations. For high-net-worth individuals and families, Cerity Partners provides integrated wealth management, investment solutions, estate and gift planning, financial planning, insurance planning, risk management, tax planning and preparation, marital financial planning, and cross-border financial planning. Business owners can benefit from advisory services, while nonprofit organizations can access financial administration and investment consulting services.

Their workplace solutions include executive financial counseling, retirement plan advisory, defined benefit plans, and defined contribution services. Cerity Partners also offers one-on-one support and objective advice for every aspect of your financial life, ensuring that their recommendations are tailored to your unique situation and reflect their expansive knowledge of estate, trust, gift, and tax laws. With a commitment to trust and transparency, Cerity Partners provides diverse solutions for diverse financial needs, offering objective financial advice driven by your unique goals