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Boston (Franklin Street) Office

Our Boston wealth management office on Franklin Street delivers the resources of a leading national firm alongside the personalized service that Boston-area clients deserve.

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Franklin Street: 265 Franklin Street, Suite 2001 Boston, MA 02110

M-F 9:00 AM - 5:00 PM

Contact Boston (Franklin Street) Office

265 Franklin Street, Suite 2001 Boston, MA 02110

M-F 9:00 AM - 5:00 PM

We Know Boston

Boston’s financial landscape is shaped by its world-class universities, thriving life sciences and biotech industries, and a deep concentration of investment and professional services firms. Our team understands the sophisticated needs of this community, from academics and researchers navigating deferred income to healthcare executives, corporate professionals, and multi-generational New England families managing complex estates. Our Boston financial advisors bring seasoned perspective to every engagement, connecting local insight with the full capabilities of a national wealth management firm.

Wealth Management Services in Boston

Our Boston financial advisors deliver comprehensive wealth management incorporating investment solutions, tax planning, estate planning, and risk management strategies.

Contact Franklin Street 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 Boston

Our Boston Franklin Street team serves clients as fiduciaries, leveraging Cerity Partners’ national resources and specialized knowledge to deliver cohesive, goals-driven financial guidance.

Meet Our Full Franklin Street Team

Our Latest Insights

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: April 2026 Economic and Market Outlook

April 1, 2026 - In his April outlook, Partner and Chief Market Strategist Jim Lebenthal focuses on the war in Iran as the dominant concern for financial markets and…

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:…

Additional Nearby Office

Boston (State Street)

53 State Street Boston, MA 02109

Located on State Street in the heart of Boston’s financial district, our wealth management office connects clients to national firm resources with service tailored to their individual goals.

Contact Boston (State Street) Office

Your Introduction to a Trusted Financial Partner Awaits

Contact Boston (Franklin Street) Office

Our Boston (Franklin Street) office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Franklin Street Office

265 Franklin Street, Suite 2001
Boston, MA 02110

Contact Our Boston (Franklin Street) Office

Call Us: (212) 202-1810

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