July 28, 2022

Cerity Partners

Cerity Partners is a leading provider of comprehensive financial management services to a diverse spectrum of High Net Worth (“HNW”) individuals and their families, businesses and their executives, and nonprofit organizations. The Company’s holistic approach to wealth management includes investment and non-investment services such as tax, estate, and insurance planning. Additionally, Cerity serves businesses and non-profits through its retirement plan advisory offerings, and its unique executive financial counseling (“EFC”) solution.

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