You build the future. We build your legacy.

Certuity is an industry-ranked wealth management firm and multifamily office. We specialize in advising entrepreneurs, business leaders, professional investors and family offices. We strive to empower our clients to meet their goals for today, tomorrow and generations that follow.

For Entrepreneurs, By Entrepreneurs

Our leadership team is composed of entrepreneurs and professional investors with decades of investing experience and a passion for continuous innovation. We are owned by our employees and ultra-high-net-worth families.

In-House Expertise + Institutional Access

Our approach is tailored to your best interests and unique needs. As fiduciaries, we sit on the same side of the table with you to develop a deep understanding of your financial situation and pinpoint how to meet your goals. We combine in-house expertise with institutional access to provide a range of services, from differentiated portfolio strategies to turnkey family office services to strategic OCIO consulting. We leverage extensive investment, capital markets, planning and technological expertise to continually optimize your plan.

Explore our services

Service at Every Step

Our collaborative, transparent and data-led process ensures your investment roadmap is fine-tuned to your unique needs and long-term objectives.

scope

1

Conduct a needs analysis with goal assessment and collect relevant
data

analyze

2

Analyze your
financial situation
and pinpoint
areas for improvement

design

3

Establish a customized roadmap that empowers you
to achieve your
long-term goals

execute

4

Implement
your plan, pursue opportunities and make thoughtful adjustments

evaluate

5

Continuously
evaluate your goals and modify your plan as your circumstances evolve

Technology-Forward Client Experience

We place service, innovation and transparency at the center of everything we do, so you can pursue your interests while we take care of the rest.

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Committed to Your Best Interests

As a Registered Investment Advisor (RIA), we are held to the fiduciary standard. That means our advisors put your best financial interests first. We tailor advice to meet your unique needs, provide fee transparency and champion a high level of client service.

 

Certuity is a 2023 Forbes America’s Top RIA Firm 1  and our advisors have been featured in Barron’s list of Top 1,200 Financial Advisors 10 years running. 2 

View our recognitions

  1. The recognition was issued October 10, 2023 and applies October 2023 through October 2024.

  2. Certuity’s advisors have been recognized in Barron’s Top 1,200 Advisors for the years of 2014 – 2024. In 2014, the ranking was issued February 24, 2014 and applied to 02/24/2014-02/23/2015. In 2015, the ranking was issued February 23, 2015 and applied to 02/23/2015-03/07/2016. In 2016, the ranking was issued March 7, 2016 and applied to 03/07/2016-03/06/2017. In 2017, the ranking was issued March 6, 2017 and applied to 03/06/2017-03/12/2018. In 2018, the ranking was issued March 12, 2018 and applied to 03/12/2018-03/11/2019. In 2019, the ranking was issued March 11, 2019 and applied to 03/11/2019-03/16/2020. In 2020, the ranking was issued March 16, 2020 and applied to 03/16/2020-03/15/2021. In 2021, the ranking was issued March 15, 2021 and applied to 03/15/2021-03/14/2022. In 2022, the ranking was issued March 14, 2022 and applied to 03/14/2022-03/13/2023. In 2023, the ranking was issued March 13, 2023 and applied to 03/13/2023-03/11/2024. In 2024, the ranking was issued March 11, 2024 and applies to 03/11/2024 – TBD.

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Wealth Management