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Cerity Partners LLC Overview
Type
Multi Family Office
Year Founded
2009
General Information
Cerity Partners LLC is a multi-family office headquartered in New York, United States. Founded in 2009 by veteran financial advisors after the spinout of HPM Partners , the firm manages wealth originating from partner capital and serves affluent families, executives, businesses and nonprofits nationwide. Its partner-owned model offers integrated investment, tax, estate and retirement planning solutions—advising clients through a fee-only fiduciary approach.
Contact Information
Website:
https://ceritypartners.com/
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
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