Protect, Grow, and Empower Your Legacy
Wealth Management for Visionaries
At Certuity, we don’t just manage wealth – we seek to accelerate it. As an industry-ranked wealth management firm and multi-family office, we specialize in guiding entrepreneurs, executives and family offices toward realizing their financial potential. Our approach targets real results. We empower our clients to achieve their goals today, secure their future tomorrow and build a legacy that lasts for generations.
Start your journey with a trusted financial advisor
The Certuity Difference
Invested in Your Best Interests – As fiduciaries, we act in our clients’ best interests. Our relationships are founded on trust, transparency and a high standard of care.
Objective Advice – Because we’re independently owned by our employees and ultra-high-net-worth families, we have no requirement to recommend products that are not in your best interest. Instead, our advice is objective and tailored to you.
Access – Our deep network of institutional asset managers offers opportunities across traditional, alternative and private investments.
We put together seven critical strategies that every business owner facing a liquidity event needs to know. Strategies that will keep your wealth working for you—instead of vanishing into the abyss of bad planning, bad investing, and bad decisions.
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.
Bespoke Wealth Solutions: Because One Size Never Fits All
Access Leading Asset Managers
Qualified clients 1 gain access to accomplished fund managers spanning private asset classes like hedge funds, venture capital, private equity, credit, and more. Our partners include:
Ares
Audax Group
Blue Owl
The Carlyle Group
ONEX
Pritzker Private Capital
Rosemawr Management
Thorofoare Capital
Leverage Institutional Expertise
Experience institutional-grade investment expertise in an independent environment through our partnerships with some of the world’s top financial institutions.
BlackRock
Fidelity
Goldman Sachs
J.P. Morgan
Morgan Stanley
Charles Schwab
T. Rowe Price
Vanguard
Wells Fargo
“At Certuity, we understand that every person’s financial picture is unique. That’s why we tailor our holistic wealth services to each of our clients, so they can unlock their full wealth potential and pursue life with certainty.“
– RICH P. BURSEK, CERTUITY & PRESIDENT
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.
Industry-Ranked Advice
Certuity is a 2024 Forbes America Top RIA Firm. 2
Our advisors are widely recognized and have been featured in Barron’s Top Financial Advisors for 10 years running. 3
- Investors who are (i) “accredited investors” as defined in Rule 501(a) of Regulation D under the Securities Act of 1933, as amended (the “Securities Act”), and who are (ii) “qualified purchasers” or “knowledgeable employees,” as defined in Section 2(a)(51) of the Investment Company Act of 1940, as amended (the “Investment Company Act”) and Rule 3c-5 thereunder, respectively, (iii) United States residents or citizens, and (iv) knowledgeable and experienced in financial and business matters such that they are capable of evaluating the merits and risks of an investment in the Fund.
- The recognition was issued October 8, 2024 and applies October 2024 through October 2025.
- Certuity’s advisors have been recognized in Barron’s Top 1,200 Advisors for the years of 2014 – 2024. In 2024, the ranking was issued March 11, 2024 and applies to March 2024 – March 2025.