Cerity Partners of Norfolk

Cerity Partners of Norfolk is a Financial Planner in Norfolk, VA, providing custom-tailored wealth management for individuals, businesses, and nonprofit organizations. The firm serves high-net-worth individuals, business owners, corporate leaders, and institutional finance committees with integrated planning solutions. Its specialists address specific needs in planning, tax, investment, and retirement, offering practical advice for complex financial lives. The firm holds a 5.00 rating based on customer reviews.

The firm's approach is built on objective advice driven by unique client goals, with a focus on trust and transparency. For individuals and families, services include wealth management, investment solutions, estate and gift planning, and comprehensive financial planning. The team offers sophisticated estate and wealth transfer strategies designed to preserve legacy and minimize tax burdens, leveraging extensive knowledge of estate, trust, gift, and tax regulations. Trust services are a distinct area of expertise, covering trust administration, estate administration, special asset management, asset protection trusts, irrevocable life insurance trusts, and special needs trusts. These services are provided by a team of financial professionals who operate under a fiduciary duty of care and loyalty to clients.

For business owners, the firm provides advisory services focused on transition planning, helping owners prepare their companies for sale or succession. This includes financial planning to enhance enterprise value, maximize net proceeds, and mitigate tax liabilities, as well as personal planning for life after the transaction. The firm also offers CFO and accounting services, acting as a partner in strategic business decisions, cost streamlining, and problem-solving. Their team of CPA and accounting professionals provides value-added solutions in accounting, reporting, analysis, forecasting, modeling, and financial management. They work in conjunction with or in place of CFOs to help businesses accelerate in value, identifying profit enhancements and operational efficiencies.

The location sits on West Main Street, just steps from the public artworks Flight of the Seagulls and Ligne Indeterminee. It is a short walk from the Owen B. Pickett U.S. Custom House and the USS Antietam Anchor attraction, with Boush Street and Waterside Drive nearby.

Cerity Partners of Norfolk stands out in the local financial planning sector for its specific focus on fiduciary trust services and business transition advisory, serving the Norfolk community with tailored strategies for preserving wealth and navigating corporate changes.