Secure Your Wealth, Protect Your Legacy, and Unlock Private Investments with Certuity
The Financial Advisory Firm for High Net Worth Business Leaders ($2M or more)
Managing substantial wealth comes with opportunities—as well as complexities. If you’re reading this, you’ve likely realized that traditional advisors aren’t specialized in the advanced tax, estate, and investment strategies required to optimize your wealth.
At Certuity, we go beyond cookie-cutter financial advice. We act as your trusted strategic partner. We aim to build and preserve your wealth for you and your family with the deep expertise and high-touch service of a family office.
If you’re a business leader searching for a customized, sophisticated, and boutique approach to your wealth, Certuity is for you.
Why Entrepreneurs, Executives, and Partners Trust Certuity
Unlike traditional commission-driven financial advisors, we operate as a fee-based fiduciary. This means:
✓ Tailor-Made Strategy - Your financial situation is sophisticated and unique. That’s why we tailor your financial plan and investment portfolio to your exact needs, goals, and preferences.
✓ Peace of Mind – We seek to build and protect your wealth so you don’t have to. Our transparent and high-touch approach aims to provide peace of mind so you can focus on your family and career.
✓ Conflict-Free Advice– Your success is our priority. We are paid for our expertise, not for selling products.
✓ Access to Private Investments – Gain entry to curated private investment opportunities and proprietary research.
✓ Advanced Tax & Estate Planning – Make your wealth work for you, your family, and future generations with specialized tax and estate strategies.
✓ Comprehensive Family Office – Manage your complex financial needs all under one roof and enjoy concierge services.
Sophisticated Wealth Strategies Tailored to You
We don’t offer generic advice. We craft a fully customized wealth strategy for you and your family.
Financial Planning – Rigorous roadmap designed for long-term security and growth
Investment Management – Tailor-made portfolios customized to your goals
Tax Strategy – Strategies to maximize wealth preservation
Estate Planning – Structure your wealth for future generations
Exit & Liquidity Planning – Guidance at every stage from growth to sale to transition
Cash Flow Management – Optimize cash reserves in balance with long-term goals
Private Investments – Curated opportunities not typically available to individual investors
Family Office – Comprehensive wealth management for UHNW families
Philanthropy – Maximize charitable impact in alignment with your legacy
Your Wealth Deserves Better—Let’s Talk
The biggest mistake business leaders make is waiting too long to get strategic financial advice.
At Certuity, we make it simple: Book a free consultation with one of our advisors today.
Your wealth deserves your full attention. Certuity is here to provide it.
Here's What Will Happen Next:
✔️ Step 1: Click the button below and schedule a call.
✔️ Step 2: Speak directly with our team about your unique needs.
✔️ Step 3: Get a customized strategy to maximize your wealth and protect your legacy.
📞 Click below to book your call now.
About Certuity: A Legacy of Providing Certainty and Ingenuity
Certuity has spent over two decades evolving into an industry-ranked wealth management firm and multi-family office dedicated to protecting and growing the wealth of high- and ultra-high-net-worth families. Founded in 2003, Certuity aims to deliver holistic and bespoke wealth solutions and innovative investment strategies.
The name Certuity embodies our core mission: bringing certainty and ingenuity to your wealth.
Today, Certuity is led by President and Partner Rich Bursek, a seasoned executive with over 25 years of experience in corporate transformation and strategic growth. Certuity’s leadership team, composed of entrepreneurs, investors, and financial professionals, ensures a client-centric approach that is both agile and sophisticated.
Your Wealth, Elevated
Certuity isn’t just a financial advisory firm—it’s a partner in pursuit of lifelong financial confidence and generational wealth growth. With a foundation of expertise, innovation, and an unwavering commitment to its clients, Certuity provides the certainty and ingenuity that high-net-worth individuals and families need to thrive in an ever-changing financial world.