Certuity published a guide outlining five key diversification strategies for founders and executives who have a position making up 10-20%+ of their net worth.
Public source
Publisher name
Public post
Most founders and executives know they’re overconcentrated, but there’s no trigger to act. The cost of waiting isn't just the risk you carry – it's the diversification s…
Company
Certuity
Independent financial guidance tailored to your best interests
- Industry
- Financial Services
- Location
- North Palm Beach, US
- Company size
- 11–50 employees
About Certuity
Certuity is a wealth management and multifamily office firm. We provide independent and holistic financial guidance to entrepreneurs, business leaders, and high-net-worth families. As an independent Registered Investment Advisor held to the fiduciary standard, we act in our clients’ best interests so they can achieve their goals for today, tomorrow, and generations to come.
See moreLatest activity
Latest activity from Certuity
4 signals
Research & Knowledge
Certuity published an article by CIO Scott Welch, CIMA, CEPA, examining diversification in today's market environment.
People
Certuity is hiring an Associate to join the team in North Palm Beach, FL, with requirements including 1 to 2 years of financial services experience, Excel proficiency, and client-first communication.
People
Certuity is hiring an Associate seat on its North Palm Beach team to accelerate early career growth.
Discover more
Similar signals
Similar public activity from other companies.
Research & Knowledge
Allworth Financial
Allworth Financial published an article outlining five strategic ways to keep more of your exit proceeds.
Research & Knowledge
Mercer Advisors
Mercer Advisors published a guide titled Why Every Family Needs a Financial Plan covering the building blocks of financial planning and exploring how cash flow, taxes, investing, retirement, estate planning, and insurance can work together to support goals.
Research & Knowledge
A&I Wealth Management
A&I Wealth Management published a blog post titled Adulting 101: Launching Your Kids (and Yourself) into the Empty Nest exploring practical ways parents can guide the next generation toward smart cash-flow habits and true financial self-reliance while keeping their overall family wealth strategy secure.
Research & Knowledge
Momentum Wealth Management
Momentum Wealth Management published a guide breaking down federal mechanics, Illinois add-backs, and actionable questions for founders and CPAs ahead of an exit.
Research & Knowledge
UBS