#United States #Raleigh #Cerity Partners #Cook Wealth #Raleigh Wealth Management

Cerity Partners Expands Services with Cook Wealth Merger

Cerity Partners, a well-known independent wealth management firm in the U.S., has announced its merger with Raleigh-based Cook Wealth. This strategic move not only broadens Cerity Partners' geographic footprint but also enhances its capacity to deliver tailored wealth and tax planning services to its clients in the North Carolina market.

The partnership introduces Cerity Partners into the vibrant financial ecosystem of Raleigh, where Cook Wealth has established strong client relationships and a reputation for personalized financial solutions. The integration of team members from Cook Wealth means 27 new skilled professionals will join Clay O'Keefe, Partner and Head of Partner Development at Cerity Partners, to reinforce the commitment to client-centric service.

Claire O'Keefe stated, "Cook Wealth has a talented team and deep client relationships, reflecting a clear dedication to holistic, client-first service. This merger not only expands our presence in the Raleigh market but also enhances our ability to cater to both individual and corporate clients with personalized financial strategies. We are delighted to welcome Cook Wealth’s team to our firm."

Brian Cook, Executive Chairman of Cook Wealth, emphasized the significance of their new partnership, saying, "A partnership with Cook Wealth has always been a partnership for life. Joining Cerity Partners allows us to continue delivering on that promise—helping clients navigate significant decisions, celebrate milestones, and address the myriad of financial queries they encounter along the way."

This merger enables Cerity Partners to provide a comprehensive suite of wealth management services, including financial planning, investment management, and tailored tax planning and preparation. The firm aims to leverage Cook Wealth's local expertise and existing client relationships to further enhance its offerings in the region.

Founded in 2009, Cerity Partners has established itself as a leading full-service wealth management firm dedicated to serving high-net-worth clients and their families, businesses, and nonprofit organizations. The firm is recognized for its sophisticated approach to personal finance, investment, and holistic wealth management strategies.

Meanwhile, Cook Wealth has built a strong reputation in Raleigh for its commitment to helping professionals, business owners, and retirees navigate their financial paths. Their expertise in financial advising and tax management has gained the trust of clients across the nation, making this merger a strong strategic fit for both parties.

This collaboration is anticipated to create greater value for clients seeking personalized, high-quality wealth management services. As Cerity Partners continues to expand its network and service capabilities, the commitment to client-first service remains at the forefront of its mission.

For more information about Cerity Partners, you can visit their website at ceritypartners.com. As the landscape of wealth management continues to evolve, partnerships like this are indicative of the growing trend towards integrated, client-focused financial advisory services.