Cerity Partners Merges with Austin Private Wealth to Expand Services in Austin Market

Cerity Partners Merges with Austin Private Wealth

On January 6, 2026, Cerity Partners, a prominent independent wealth management company based in the United States, announced a significant merger with Austin Private Wealth, another independent firm located in Austin, Texas. This strategic partnership is anticipated to strengthen Cerity Partners' presence within the Austin market and improve its capability to deliver a wide spectrum of wealth management services to a clientele of high-net-worth individuals, families, and businesses.

Under this merger, Austin Private Wealth will continue to operate under the Cerity Partners brand. Both firms share a commitment to personalized, client-focused wealth management, aiming to provide tailored solutions to meet the complex financial needs of their clients. With this merger, they will enhance their existing wealth planning, investment management, and holistic financial solutions to better serve their customers.

Austin Private Wealth has established a strong reputation for its client-centric approach, offering a variety of services including retirement planning, tax-aware strategies, wealth transfer strategies, and investment due diligence. The firm prides itself on delivering these services through a highly consultative model, giving clients access to tailored financial advice and solutions.

Claire O'Keefe, Partner and Head of Partner Development at Cerity Partners, expressed her excitement about the merger, stating, “This partnership brings together two firms that are driven by a shared culture of client-first advice and long-term thinking. By welcoming Austin Private Wealth to Cerity Partners, we reinforce our presence in a crucial growth market for our firm.”

Furthermore, Raoul Célèrier, Co-Managing Partner at Austin Private Wealth, emphasized the mutual benefits of the partnership, saying, “Cerity Partners shares our commitment to high-quality planning and long-term client relationships. This collaboration enables us to provide our clients with access to broader resources and deeper expertise, positioning us advantageously for future growth.”

As a result of this merger, advisors and clients from Austin Private Wealth will gain access to Cerity Partners' extensive wealth management platform. The newly integrated services will offer clients enhanced depth in advanced estate and tax strategies, high-quality investment solutions, and multi-generational financial planning. This expanded approach is designed to cater to the increasingly sophisticated needs of clients seeking comprehensive financial solutions.

With this merger, both firms look forward to leveraging their strengths to create a robust and effective financial advisory service in Austin and beyond. With access to larger resources, they are poised to navigate the complexities of wealth management in an ever-evolving economic landscape.

About Cerity Partners

Founded in 2009, Cerity Partners has become nationally recognized for its wealth management services, catering to the financial needs of high- and ultra-high-net-worth individuals, families, business owners, and non-profit organizations. They specialize in providing comprehensive financial planning, investment, tax, and retirement services tailored to meet the unique needs of their clients.

About Austin Private Wealth

Austin Private Wealth is dedicated to empowering its clients with the knowledge and resources needed to make informed financial decisions. The firm values transparency and utilizes evidence-based investment strategies alongside a holistic approach to wealth management. Their mission is to cultivate lasting relationships with their clients, built on trust, integrity, and measurable outcomes.