Wealth Management
The financial lives of high-net-worth individuals are complicated. We understand the unique challenges you face and offer integrated planning solutions to grow, protect, and preserve your wealth across generations.
Investment Solutions
Investing is a commitment to your future. It's a way to grow and preserve what you've earned. Our disciplined and goal-centric investment approach helps ensure your portfolio is positioned to withstand changing market and economic conditions.
Estate & Gift Planning
Our advanced estate planning and wealth preservation solutions help you achieve your goals while mitigating tax liabilities. Recommendations are tailored to your unique situation and reflect our expansive knowledge of estate, trust, gift, and tax laws.
Financial Planning
Successfully navigating the financial challenges that come with wealth involves planning, relevant advice, and an advisor who’s not afraid to say "no" when you ask, “can I afford this?” Cerity Partners does all three.
Insurance Planning & Risk Management
Protect the life you and your family have worked so hard to build. We help you understand your current level of risk exposure and offer personalized solutions that seek to protect the vulnerable areas of your financial life.
Tax Planning & Preparation
We design and implement tax optimization strategies including the creation of detailed tax projections and the preparation of personal, trust, and business tax returns.
Business Owner Advisory
We work with owners of privately-held businesses to help them create and execute transition plans that provide a seamless and successful exit for themselves, their families and other stakeholders.
Marital Financial Planning
We’re here to help you create a comprehensive financial plan that reflects your shared vision. In the unfortunate event your marriage dissolves, we also provide divorce financial consulting.
Family Office
Our family office services span the spectrum from full financial management to helping you establish and coordinate your own family office. Whatever level of support you need, we can help.
Cross-Border Financial Planning
Just because your professional life is spread across different regions of the world doesn’t mean your financial life has to be complicated. Cerity Partners has extensive knowledge of U.S. and global tax laws and regulations, and we will work with you to preserve and grow your wealth here and abroad.
Career Coaching
Are you a military veteran or spouse, professor, student, minority, or employee interested in transitioning to the corporate sector, self-employment, small business ownership, or investing? Dr. Zalenski is happy to provide one-on-one coaching to help you figure out your professional goals, overcome obstacles, and navigate the transitioning process.
Business Owner Advisory
We work with owners of privately-held businesses to help them create and execute transition plans that provide a seamless and successful exit for themselves, their families and other stakeholders.
Cross-Border Financial Planning
Just because your professional life is spread across different regions of the world doesn’t mean your financial life has to be complicated. Cerity Partners has extensive knowledge of U.S. and global tax laws and regulations, and we will work with you to preserve and grow your wealth here and abroad.
Wealth Management
The financial lives of high-net-worth individuals are complicated. We understand the unique challenges you face and offer integrated planning solutions to grow, protect, and preserve your wealth across generations.
Investment Solutions
Investing is a commitment to your future. It's a way to grow and preserve what you've earned. Our disciplined and goal-centric investment approach helps ensure your portfolio is positioned to withstand changing market and economic conditions.
Estate & Gift Planning
Our advanced estate planning and wealth preservation solutions help you achieve your goals while mitigating tax liabilities. Recommendations are tailored to your unique situation and reflect our expansive knowledge of estate, trust, gift, and tax laws.
Financial Planning
Successfully navigating the financial challenges that come with wealth involves planning, relevant advice, and an advisor who’s not afraid to say "no" when you ask, “can I afford this?” Cerity Partners does all three.
Tax Planning & Preparation
We design and implement tax optimization strategies including the creation of detailed tax projections and the preparation of personal, trust, and business tax returns.
Process Improvement
Identifying problems, creating solutions, and optimizing processes are needed to achieve better outcomes. Our various methodologies include Lean Six Sigma, Kaizen, and design thinking to make businesses more efficient, productive, and human-centric.
Change Management
Change is one of the few guarantees of life. Our certified change experts focus on the people side of change, aiming to build alliances and break down silos, and provide processes and tools needed for a successful transformation.
Talent Transformation
Improving employee hiring and retention is critical for maximizing your human capital. Our experts in military talent acquisition and development, job analysis, career pathing, diversity-equity-inclusion (DEI) and employee resource groups, and learning and development will enhance your company’s employee experience.
Team Building
Enhance understanding, communication, and collaboration within a team. Our staff is experienced and qualified to host team-building sessions involving personality assessments, such as the Myers-Briggs Type Indicator.
Investment Solutions
Investing is a commitment to your future. It's a way to grow and preserve what you've earned. Our disciplined and goal-centric investment approach helps ensure your portfolio is positioned to withstand changing market and economic conditions.
Wealth Management
The financial lives of high-net-worth individuals are complicated. We understand the unique challenges you face and offer integrated planning solutions to grow, protect, and preserve your wealth across generations.
Estate & Gift Planning
Our advanced estate planning and wealth preservation solutions help you achieve your goals while mitigating tax liabilities. Recommendations are tailored to your unique situation and reflect our expansive knowledge of estate, trust, gift, and tax laws.
Financial Planning
Successfully navigating the financial challenges that come with wealth involves planning, relevant advice, and an advisor who’s not afraid to say "no" when you ask, “can I afford this?” Cerity Partners does all three.