Cerity Partners

Cerity Partners is a wealth management firm based in New York City, New York. Established in 2009, the firm provides services such as wealth planning, tax planning and compliance, lifestyle management, trust services, and private capital finance, as well as retirement planning services to clients, which include foundations, endowments, and corporate executives, among others. The assets of the firm are managed by the executive management team. This firm is a Registered Investment Adviser (RIA).