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Experience the Cerity Partners Difference At Cerity Partners, we believe that you can't outgrow a firm that's committed to growing with you. Our team of dedicated advisors offers a boutique, personalized experience backed by a vast network of subject matter experts. Whether you're a tech executive, business owner, or navigating complex financial landscapes, we're here to simplify the journey. What Sets Us Apart: Comprehensive wealth management tailored to your life stages A collaborative team providing a 360° view of your financial world Deep understanding of your goals, challenges, and aspirations Access to a broad range of services, from tax planning to estate strategies Discover how Cerity Partners combines the personalized touch of a boutique firm with the resources of a large organization to help you write your financial success story. The information provided in this video is for informational purposes only and should not be considered personalized financial, tax, or legal advice. Every individual’s financial situation is unique, and viewers should consult with a qualified professional before making any financial decisions. Cerity Partners LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. For more information, including our services, fees and potential conflicts of interest, please review our Form ADV and other disclosures at www.adviserinfor.sec.gov ©2025 Cerity Partners LLC. All Rights Reserved.