About Cerity Partners Management LLC
Cerity Partners is a national wealth management and investment advisory firm that delivers comprehensive financial advice and oversight to high-net-worth individuals, families, businesses, and nonprofit organizations. Founded in 2009 with a mission to positively impact the financial well-being of clients through objective advice, the firm has grown to become one of the premier investment advisers in the country. Cerity Partners brings together all the experts necessary to address the various facets of a client's financial life, including attorneys, tax advisors, financial planners, and investment professionals.
What sets Cerity Partners apart is their holistic approach that extends well beyond investments. Their comprehensive oversight and fiduciary duties cover wealth management, tax planning and preparation, estate and gift planning, business owner advisory services, corporate retirement plan consulting, and workplace solutions. With multiple offices across the United States and a team of experienced professionals, Cerity Partners combines deep expertise with a client-first advisory model. The firm's private partnership structure and commitment to excellence have made it a desired home for talented financial advisors who seek to serve clients with integrity and transparency.
FAQs
- When was Cerity Partners Management LLC founded?
- Cerity Partners Management LLC was founded in 2009.
- Who is the CEO of Cerity Partners Management LLC?
- Kurt Miscinski is the CEO.
- What industries or markets does Cerity Partners Management LLC operate in?
- Cerity Partners Management LLC operates in the following markets: Wealth Management, Investment Advisory (RIA), Financial Planning, Portfolio Management, Tax Planning & Preparation, Estate & Gift Planning, Business Owner Advisory Services, High Net Worth (HNW) Services, Retirement Plan Consulting (401(k) Corporate Plans), and Nonprofit Financial Advisory.
- How many employees does Cerity Partners Management LLC have?
- Cerity Partners Management LLC has 1001-5000 employees.
- Where does Cerity Partners Management LLC have employees?
- Cerity Partners Management LLC has employees in United States.
- Does Cerity Partners Management LLC support remote work or working from home?
- Yes, Cerity Partners Management LLC is a remote-friendly company.
- What employee benefits does Cerity Partners Management LLC offer?
- Cerity Partners Management LLC provides 7 benefits to their employees.
- Does Cerity Partners Management LLC offer a four-day work week?
- No, Cerity Partners Management LLC does not offer a four-day work week.
- What is Cerity Partners Management LLC's tech stack?
- Cerity Partners Management LLC has 3 technologies in their tech stack.
- What is Cerity Partners Management LLC's website?
- Cerity Partners Management LLC's website is ceritypartners.com.
United States
