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Tax and wealth under one umbrella

Kathryn Kennedy, CPA, J.D., CFP, Partner, Cerity Partners

Kathryn Kennedy
Kathryn Kennedy, CPA, J.D., CFP, is a Partner in Cerity Partners’ Chicago office and sits on the firm’s Board of Directors. With three decades of wealth management expertise, she specializes in serving corporate executives and affluent individuals. Prior to joining Cerity Partners in 2014, Kate served as a director at Barclays and a partner at The Ayco Company, a Goldman Sachs company. She started her tax career at Arthur Andersen LLP.

Q What is the power of having tax and wealth management under one umbrella?

A Having tax and wealth management under one umbrella enables Certy Partners’ advisers to have a deep appreciation for all facets of their clients’ financial lives. This enables both tax and wealth advisers to provide superior and truly holistic advice that anticipates clients’ actual needs.

Q Why do clients that require tax planning and preparation choose Cerity Partners?

A Cerity Partners is a “one stop shop” for all aspects of our cli ents’ financial lives. With tax advisers and wealth advisers working together, Cerity Partners is committed to providing clients with the highest quality tax planning and preparation services. Clients also appreciate only needing to provide information once and not having to worry about their advisers providing conflicting or inconsistent advice.

Q What does Cerity Partners uniquely offer to CPAs? Why do CPAs join Cerity Partners?

A At Cerity Partners, CPAs have the unique ability to expand client relationships with wealth management services by working alongside wealth advisers, which results in “stickier” and happier clients as we ll as increased economics for the CPA. Cerity Partners also has a defined path to partnership in a rapidly growing firm that is becoming a household name in independent wealth management. CPAs at all stages of their career also attend Cerity Partners University to build technical and soft skills while ne tworking across the company.

Q How has the role of the tax adviser changed over the past decade?

A Clients’ needs have evolved to expect their tax adviser to be able to advise not only on tax planning and preparation but all financia l aspects of their lives. Clients are more likely than ever to select a firm that has a team of specialized advisers that can address all of their complex financial needs.

Q What do I do if I am interested in joining an organization like Cerity Partners?

A Reach out to me or any member of the Cerity Partners Leadership Team. We are always open to having a conversation! Additionally, head to ceritypartners.com/careers and complete the form at the bottom of the page.

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Founded in 2009, Cerity Partners is a nationally recognized financial and wealth advisory firm serving high-net-worth individuals and their families and nonprofit organizations and foundations throughout the U.S. As a fiduciary, the firm’s in-house experts are passionate about and committed to providing objective financial advice and oversight. Cerity Partners advises on assets totaling approximately $75 billion.