Cerity Partners
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About
Cerity Partners provides comprehensive, custom-tailored wealth management, investment advisory, tax and financial planning, retirement plan consulting, and fiduciary services for individuals, families, corporations and nonprofit organizations. The firm offers wealth management, investment solutions, estate & gift planning, trust services, tax planning and preparation, family office and business-owner advisory services, retirement plan consulting (including defined benefit and defined contribution plans), outsourced chief investment office (OCIO) and nonprofit investment consulting. Cerity Partners also operates workplace solutions, financial wellness and executive/beneficiary counseling programs and offers concierge matching to its advisors.
Sector
Financials
Industry Group
Financial Services
Industry
Financial Services
Subindustry
Diversified Financial Services
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