FIRM PROFILE
Cerity Partners
Cerity Partners provides integrated wealth management for individuals and families alongside services for corporations and institutions. Its personal wealth offering spans investments, financial planning, estate and gift planning, tax services, insurance planning, trusts, business owner advice, and family office services.
Wealth managementInvestment managementFinancial planningEstate and gift planningTax planning and preparationTrust servicesFamily office servicesBusiness owner advisory
8linked professional records
8researched profiles
8listed office cities
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Explore a listed cityBoston, Massachusetts1Chicago, Illinois1Cleveland, Ohio1Houston, Texas1Irvine, California1Los Angeles, California1Mill Valley, California1San Francisco, California1
| Professional | Firm & role | Office | Focus | Shortlist |
|---|---|---|---|---|
 | Cerity PartnersPartner | San FranciscoCalifornia | Multigenerational wealth | |
 | Cerity PartnersPartner | HoustonTexas | Retirement planning | |
 | Cerity PartnersPartner | ClevelandOhio | Estate planning | |
 | Cerity PartnersPartner | Los AngelesCalifornia | Investment management | |
 | Cerity PartnersPartner | ChicagoIllinois | Investment management | |
 | Cerity PartnersPartner | BostonMassachusetts | Divorce planning | |
 | Cerity PartnersPartner | IrvineCalifornia | Retirement planning | |
 | Cerity PartnersPartner | Mill ValleyCalifornia | Women investors |
Search index refreshed September 20, 2026. This is not a verification date for historical records.
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