Manhattan Beach
Comprehensive Wealth Management for High-Net-Worth Los Angeles Families​
Our team in Manhattan Beach provides comprehensive guidance to high- and ultra-high-net-worth investors, business owners, executives, and families. We coordinate all aspects of your wealth—investment management, tax strategy, estate planning, alternative investments, and family office services—to support a cohesive approach.
Start your journey with a trusted financial advisor
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The Certuity Difference
Expertise – Our team specializes in complex wealth situations: business owners preparing for exits, executives managing concentrated positions, families developing multi-generational estate plans. We've guided clients through these transitions and can help you navigate their financial and personal complexities.
Taxes - We can integrate tax strategy across all aspects of your wealth. We offer advanced tax mitigation strategies for high income, concentrated positions, and liquidity events and can work closely with your CPA to coordinate taxes and identify potential opportunities.
Access – Through our partnerships with accomplished asset managers, we provide access to private opportunities not typically available to individual investors spanning venture capital, private equity, hedge funds, private credit, and beyond.1
Founders & Executives
Exit & Liquidity Planning – Position yourself for the strongest possible exit from pre-sale planning to post-sale wealth management.
Executive Compensation –Understand and manage your equity including RSUs, stock options, and deferred compensation strategies.
Concentrated Positions – Manage concentrated positions with tax‑efficient diversification strategies designed to support long‑term financial objectives while considering risk.
UHNW Families
Family Office – Comprehensive wealth management for ultra-high-net-worth families: consolidated reporting, coordination with CPAs and estate attorneys, and concierge services.
Estate Planning –We work with clients and their estate attorneys to implement trusts, entities, and gifting strategies intended to support wealth planning objectives across generations.
Philanthropic Impact – Support causes you care about while reducing estate taxes through donor-advised funds, private foundations, and other charitable vehicles.
Sophisticated Investors
Investment Management – Experience a portfolio and roadmap that is tailor-made to your goals and view your complete financial picture in real time.
Advanced Tax Strategies – Minimize taxes and maximize wealth by offsetting ordinary income, generating recurring tax benefits, and deferring capital gains taxes.
Alternative Investments – Access curated private opportunities spanning hedge funds, venture capital, private equity, private credit, and more.
Office Leadership
Mark Udis is a Partner of Certuity. Since joining in 2005, he has led the firm’s growth and served high-net-worth clients here for nearly twenty years. A local of Manhattan Beach, he’s actively involved in the community.
Mark is consistently recognized as a top wealth manager. He’s both a Forbes Best-in-State Wealth Advisor2 and a Barron’s Top Financial Advisor3 for 2024.
Manhattan Beach
Our Manhattan Beach office is located in the Sand Section just a few blocks from the pier, providing access to clients throughout the Beach Cities and greater Los Angeles.
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.
- 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 April 3, 2024 and applies to April 2024 – April 2025.
- The recognition was issued March 10, 2024 and applies to March 2025 – March 2025.
- 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.
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