Certuity

3 followers


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 t... Read more

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Rich P. Bursek

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Scott Welch
Chief Investment Officer & Partner
Rita F. Soto
Family Office Managing Director
Laura Halay
Director
Carter Mecham
CFO & Chief Compliance Officer
Michelle MacDonald
Senior Director, Client Service