New York
Our New York office is centrally located in Midtown just outside Grand Central Station. Our team delivers personalized service across wealth management, financial and estate planning, tax strategy, alternative investments and more. Please contact or visit us to explore how we can support your wealth journey.
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
About Certuity
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.
Industry-Ranked Advice
Certuity is a 2024 Forbes America Top RIA Firm. 1
Our advisors are widely recognized and have been featured in Barron’s Top Financial Advisors for 10 years running. 2
- 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.