Visionary Wealth Management for Founders & Entrepreneurs
You Built the Future. Let’s Build Your Legacy.
Building a business takes vision, grit, and relentless focus. The same goes for building your wealth.
We guide founders and entrepreneurs through every financial milestone, from liquidity events and equity planning to tax strategy, investments, and estate planning. Our team of experienced advisors can help you turn the wealth you’ve built into lasting financial independence, while giving you the freedom to focus on what you do best: building the future.
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The Certuity Difference
Specialized in Exit Planning
75% of business owners profoundly regret their exit.
As Certified Exit Planning Advisors (CEPA®), several of our financial advisors are specially trained to guide entrepreneurs through the complexities of exit planning. Whether you’re preparing for an IPO, acquisition, or secondary, we can help:
Maximize business value before a liquidity event
Align your exit strategy with personal financial goals
Navigate complexities of exit and succession planning
Services for Founders
✔️ Plan for Liquidity - Avoid costly pitfalls and optimize your wealth at every stage of your business from growth to exit to transition.
✔️ Minimize Taxes - Leverage advanced tax and estate planning strategies before and after liquidity events to protect more of what you’ve built.
✔️ Diversify Concentrated Stock - Reduce risk and tax exposure with strategic sale of shares and gifting and hedging strategies.
✔️ Access Private Investments - Gain access to curated private and alternative investments to enhance portfolio diversification.
✔️ Optimize Estate Planning - Minimize estate taxes with an aim towards setting your family up for future success, and supporting the causes you care about.
✔️ Upgrade to Family Office - Bring your advisors, investments, taxes, and estate under one roof for seamless management.
How Entrepreneurs Lose Wealth After a Liquidity Event (And How to Avoid It)
A liquidity event—whether it’s an IPO, acquisition, secondary, tender offer, or buyback—can transform your financial life. But just as quickly, the wrong decisions can unravel it.
We created a comprehensive guide that covers: the pitfalls of different liquidity events, costly mistakes to avoid, tax and estate strategies, and a pre- and post-liquidity checklist.
Leadership You Can Trust
We don’t just talk about excellence—we’re ranked for it.
We deliver—year after year.
Experience the caliber of advice your wealth deserves.
- The recognition was issued October 1, 2025 and applies October 2025 through October 2026.
- 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.
About Certuity
For over two decades, Certuity has aimed to protect and grow the wealth of founders, entrepreneurs, and ultra-high-net-worth families. Our leadership team of entrepreneurs and experienced advisors aim to deliver 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, promotes a client-centric approach that is both customized and sophisticated.
