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Arlington Office

Our Arlington wealth management office delivers national resources with the personalized attention and local service you deserve for your financial future.

Contact Arlington Office
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Arlington Office: 2015 E Lamar Blvd, #200 Arlington, TX 76006

M-F 8:00 AM - 5:00 PM

Contact Arlington Office

2015 E Lamar Blvd, #200 Arlington, TX 76006

M-F 8:00 AM - 5:00 PM

We Know Arlington

Located in the Dallas-Fort Worth metroplex, Arlington serves as home to professionals, families, and business owners navigating complex financial landscapes. Our team understands the unique needs of this dynamic community, from corporate executives and entrepreneurs to families building multi-generational wealth. Whether you’re establishing your family’s future, seeking tax-efficient investment strategies, or planning for retirement, our Arlington financial advisors combine local insight with comprehensive resources to support your financial goals.

Wealth Management Services in Arlington

Our Arlington financial advisors deliver comprehensive wealth management services, including investment strategies, tax planning, estate planning, and risk management.

Contact Arlington Office

Wealth Management >

The financial lives of high-net-worth individuals are complicated. We understand the unique challenges you face and offer integrated planning solutions to grow, protect, and preserve your wealth across generations.

Investment Solutions >

Investing is a long-term commitment to your financial well-being. It’s about growing and safeguarding your wealth. Our disciplined, goal-oriented approach ensures your portfolio remains resilient in the face of market and economic fluctuations.

Estate & Gift Planning >

Our sophisticated estate and wealth transfer strategies help you preserve your legacy while helping minimize tax burdens. Every recommendation is tailored to your specific needs, leveraging our extensive knowledge of estate, trust, gift, and tax regulations.

Financial Planning >

Successfully navigating the financial challenges that come with wealth necessitates planning, relevant advice, and a financial advisor who’s always in your corner. Cerity Partners provides all three.

Insurance Planning & Risk Management >

Safeguard the financial security you and your loved ones have built. We assess your current risk exposure and develop customized strategies designed to protect the most vulnerable areas of your financial life.

Tax Planning & Preparation >

We design and implement tax optimization strategies, including the creation of detailed tax projections and the preparation of personal, trust, and business tax returns.

Our Team of Financial Advisors in Arlington

Our Arlington team serves as fiduciaries with specialized knowledge, leveraging Cerity Partners’ national resources to provide coordinated, sophisticated guidance.

Meet Our Full Arlington Team

Our Latest Insights

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

March 30, 2026 - Rising inflation, fiscal deficits, and geopolitical pressures have driven stocks and bonds into positive correlation, potentially undermining their long-standing role as mutual portfolio hedges.

Kim Clark

Principal

Individuals and Families

10 Things Business Owners Should Know Before Getting a Divorce

March 26, 2026 - Divorce is always a major life transition, but for business owners it can be especially complex. Your company is not just a source of income:…

James Lebenthal and Rita Lee

Economic and Market Outlooks

Webinar Recording: Economic Outlook Amid Global Uncertainty

March 25, 2026 - Join members of the Investment Office for a timely discussion on market volatility, private credit, and artificial intelligence.

Additional Nearby Office

Fort Worth

3526 West Vickery Boulevard Fort Worth, TX 76107

Our Fort Worth wealth management practice combines national firm capabilities with personalized local service tailored to your financial objectives.

Contact Fort Worth Office

Your Introduction to a Trusted Financial Partner Awaits

Contact Arlington Office

Our Arlington office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Arlington Office

2015 E Lamar Blvd, #200

Arlington, TX 76006

Contact Our Arlington Office

Call Us: (212) 202-1810

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