Thomas Decker, CFP, CPWA

New York City, NY

Verified Identity

Senior Principal, Wealth Advisor at

Cerity Partners

Years of Experience

11 years

Number of Clients

Average Client Size

$5,000,000

Member Since

2025

Allow Me to Introduce Myself

Tom is a Senior Principal in our New York office with over eleven years of wealth management experience. He provides comprehensive financial planning, tax strategy, and investment management services (public and private markets) to high-net-worth individuals and families. Tom leads his team's corpor...

Clientele

Business Owners

Corporate Executives

Professional Athletes

High Net Worth Individuals

Tom works with High Net Worth individuals, business owners, and corporate executives delivering comprehensive financial planning (cash flow, estate and income tax planning) and bespoke public and private market portfolio construction.

Services Provided

Investment Management

Tax Planning

Estate Planning Strategies

Financial Planning

Specialties and Expertise

Cash Flow Analysis

College Planning

Debt Management

High Net Worth Planning

Portfolio Construction

Retirement Income

Trust Services

Family Governance an...

Alternative Investments

Sports and Entertainment

Credentials and Designations

CFP®

Certified Financial Planner™

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CPWA®

Certified Private Wealth Advisor®

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Pricing Models

Flat FeeAUM

Education

State University of New York at Geneseo

B.S. in Business Administration

Obtained in 2014

Advisor Links

Advisor Website

Disclosures and Proof of License

SEC Profile

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