Certuity provides a holistic approach to wealth management and legacy planning for prominent high net worth families, business owners and entrepreneurs. Our approach to preserving and expanding wealth is a blend of financial strategy, investment philosophy and risk management. Expertise honed over time, our mission is to protect the financial future of our clients and safeguard their quality of life.

Insurance

Investment Management

Risk & Compliance

Certuity

Certuity's headquarters in North Palm Beach, United States

Rich P. Bursek

Jayson J. Brown

Carter Mecham

Scott Welch

Finance and Accounting

Leadership Team

Certuity

Org chart

Teams

Investment Management

Finance and Accounting

Leadership Team

Offices

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