Cerity Partners Expands Wealth Management Services Through Merger with Prio Wealth
In a significant move to enhance its wealth management services, Cerity Partners, a prominent independent firm in the U.S., has announced its merger with Prio Wealth, a Boston-based company renowned for its personalized financial advisory. This strategic partnership not only signifies an expansion for Cerity Partners but also introduces Prio's wealth of experience to its clientele. This merger is expected to deepen Cerity Partners' reach within the Boston metropolitan area, tapping into a growing market for high-class financial services.
Cerity Partners views this merger as a crucial step towards reinforcing their commitment to delivering comprehensive, client-focused wealth advisory solutions. With Prio Wealth's impressive inventory of $4.1 billion in assets under management (AUM), the partnership is positioned to deliver enhanced resources and capabilities to families, businesses, and non-profit organizations seeking to manage their financial futures effectively. "Our goal is to integrate our services and provide personalized strategies that address all facets of our clients’ financial needs," stated Claire O'Keefe, Partner and Head of Partner Development at Cerity Partners. This sentiment is echoed by John Bratschi from Prio Wealth, who remarked on how merging with Cerity will further their mission of assisting clients in gaining control over their finances by offering broader solutions and innovative financial strategies.
Founded in 2009, Cerity Partners has quickly established itself as a leader in the wealth management sector, focusing on ultra-high-net-worth individuals and families. The firm prides itself on providing tailored financial solutions that consider not only the assets at hand but also the enduring goals of its clients. Prio Wealth, with over three decades of experience in the financial advisory realm, emphasizes a disciplined, collaborative approach to wealth management, ensuring that each client's financial aspirations are aligned with a comprehensive financial strategy.
The financial advisory framework of both firms places significant importance on holistic planning, embracing all aspects of wealth management including generational wealth planning, investment management, and retirement planning services. The merger allows Cerity to broaden its repertoire of services, making them even more relevant in today’s complex financial landscape.
In the wake of this merger, Cerity Partners will fully absorb Prio Wealth's operations under its name, indicating a seamless transition aimed at preserving continuity for Prio’s existing client base. Current clients of Prio can expect the same level of dedication and service they have been accustomed to, alongside access to the expansive resources that Cerity Partners offers.
As financial landscapes evolve and demands for personalized wealth management strategies grow, partnerships like that of Cerity and Prio become increasingly critical. They not only set a precedent for service excellence but also demonstrate an adaptive approach to investment and wealth management in a highly competitive market.
Cerity Partners is excited about the path ahead, leveraging its expanded services to continually meet the needs of clients who seek both security and growth in their financial endeavors. The combined expertise and clientele are expected to create a robust network that enhances the capabilities and reach of both firms, driving innovation in wealth management solutions as they move forward together.
Cerity Partners views this merger as a crucial step towards reinforcing their commitment to delivering comprehensive, client-focused wealth advisory solutions. With Prio Wealth's impressive inventory of $4.1 billion in assets under management (AUM), the partnership is positioned to deliver enhanced resources and capabilities to families, businesses, and non-profit organizations seeking to manage their financial futures effectively. "Our goal is to integrate our services and provide personalized strategies that address all facets of our clients’ financial needs," stated Claire O'Keefe, Partner and Head of Partner Development at Cerity Partners. This sentiment is echoed by John Bratschi from Prio Wealth, who remarked on how merging with Cerity will further their mission of assisting clients in gaining control over their finances by offering broader solutions and innovative financial strategies.
Founded in 2009, Cerity Partners has quickly established itself as a leader in the wealth management sector, focusing on ultra-high-net-worth individuals and families. The firm prides itself on providing tailored financial solutions that consider not only the assets at hand but also the enduring goals of its clients. Prio Wealth, with over three decades of experience in the financial advisory realm, emphasizes a disciplined, collaborative approach to wealth management, ensuring that each client's financial aspirations are aligned with a comprehensive financial strategy.
The financial advisory framework of both firms places significant importance on holistic planning, embracing all aspects of wealth management including generational wealth planning, investment management, and retirement planning services. The merger allows Cerity to broaden its repertoire of services, making them even more relevant in today’s complex financial landscape.
In the wake of this merger, Cerity Partners will fully absorb Prio Wealth's operations under its name, indicating a seamless transition aimed at preserving continuity for Prio’s existing client base. Current clients of Prio can expect the same level of dedication and service they have been accustomed to, alongside access to the expansive resources that Cerity Partners offers.
As financial landscapes evolve and demands for personalized wealth management strategies grow, partnerships like that of Cerity and Prio become increasingly critical. They not only set a precedent for service excellence but also demonstrate an adaptive approach to investment and wealth management in a highly competitive market.
Cerity Partners is excited about the path ahead, leveraging its expanded services to continually meet the needs of clients who seek both security and growth in their financial endeavors. The combined expertise and clientele are expected to create a robust network that enhances the capabilities and reach of both firms, driving innovation in wealth management solutions as they move forward together.
Topics Financial Services & Investing）
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