- The recognition was issued October 10, 2023 and applies October 2023 through October 2024.
- 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.
Private Wealth Management and Family Office Services
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 to come.
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.
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.
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.
Comprehensive Solutions, Customized to You
Wealth management
Financial planning
Consolidated performance reporting
Family office
OCIO services
Estate planning
Tax planning
Liquidity planning
Philanthropic planning
Insurance evaluation
Executive compensation planning
Explore Our Offerings
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.