Alts Plus Fund
Guidance, knowledge and access to solutions that empower families to approach life with certitude.
From wealth preservation to legacy planning, we provide thoughtful, customized strategies for high-net worth individuals, families and family offices within a boutique, high-touch service environment.
Service is our mantra, never being satisfied is what drives us.
Meet Our People
Join our world-class team of passionate financial experts and entrepreneurial thought leaders.
Certuity Appoints Ms. DiCola DiColas as Director of Investments and Market Research
Forbes Recognizes Certuity Partners Kara Boccella and Mark Udis as Best-In-State Wealth Advisors
Daniel J. Lee Appointed as Partner, Chief Revenue Officer and Wealth Advisor