Cerity Partners

Cerity Partners provides wealth management and financial advisory services including investment management, tax planning, and retirement consulting for individuals, families, businesses, and institutions.[2][5]

1999 Founded15 People on the graph

Overview

Cerity Partners is a wealth management and financial advisory firm [2]. Founded in 1999 [3], the company maintains a presence in New York [1]. Cerity Partners offers investment management, tax planning, and retirement consulting services [2]. Its client base includes individuals, families, businesses, and institutions [2].

The company's own site places it in New York: New York is listed among the company's locations on their website under 'Locations': 'Arizona California Colorado Florida Georgia Illinois I. [1]

Business address: 99 Citi Bank Ctr, New York, New York, 10022. [4]

Leadership & org chart

Alumni

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