#United States #Scottsdale #Cerity Partners #Chad Wing #Dustin Brutton

Cerity Partners Expands to Arizona: Welcome Chad Wing and Dustin Brutton

In a significant step towards geographic expansion, Cerity Partners, a leading independent wealth management firm based in the U.S., has officially announced its entry into the Arizona market. This move is marked by the welcoming of Chad Wing and Dustin Brutton as new partners, bringing along their experienced team from Canopy Wealth Management Arizona. This decision aligns with Cerity's mission to enhance its capacity to serve a growing clientele across the region while providing personalized and comprehensive financial advice.

A New Chapter in Wealth Management

Chad Wing and Dustin Brutton are not newcomers to the financial industry; both have carved out a niche in supporting high-net-worth individuals, families, and business owners. Their expertise lies in strategic planning and investment management, facilitating clients in making informed financial decisions with confidence and clarity. With years of experience in the finance sector, their addition is seen as a vital component of Cerity Partners' growth strategy, particularly as the firm seeks to establish a stronger foothold in the Southwest.

Cerity Partners' decision to expand into Arizona was heralded by Partner and Head of Partner Development Claire O'Keefe. O'Keefe expressed enthusiasm, noting, "Entering the Arizona market represents an exciting step in Cerity Partners' growth journey. Chad and Dustin share our commitment to client-first service and bring with them a strong foundation of experience, relationships, and leadership."

With Wing and Brutton's leadership, Cerity Partners aims to offer a wider array of financial solutions that cater to the unique needs of the Arizona clientele.

The Commitment to High-Touch Client Service

Chad Wing emphasized the firm’s client-centered philosophy, stating, "Our focus has always been taking great care of our clients—helping them manage their financial resources, grow their wealth, and navigate life's financial complexities with confidence." His sentiments reflect a shared ethos within the Cerity Partners culture, placing the client experience at the forefront of their business model.

By integrating into the Scottsdale market, Cerity Partners is not only enhancing its service offerings but also ensuring that clients have access to a local team that understands the nuances of the regional financial landscape. The firm is committed to providing tailored solutions that evolve with clients' needs as they navigate different stages of their financial journeys.

Background on Cerity Partners

Founded in 2009, Cerity Partners has established itself as a nationally recognized full-service wealth management firm. The firm caters specifically to high-net-worth and ultra-high-net-worth individuals and their families, offering advisory services to businesses and nonprofit organizations. Known for its meticulous attention to detail and personalized service, Cerity Partners emphasizes providing integrated financial strategies.

Their decision to merge teams with Chad and Dustin signifies not just growth in staff but enrichment in the qualitative aspects of their services through seasoned professionals. The addition of their unique perspectives and regional insights positions Cerity Partners to address the increasing demands of the affluent market in Arizona.

Looking Ahead

As Cerity Partners expands its team in Arizona, they aim to build lasting relationships based on trust and expertise. The firm views this expansion as a strategic move to harness new opportunities in wealth management, catering to individuals and families looking for reliable financial guidance.

In addition to welcoming Wing and Brutton, Cerity Partners has collaborated with strategic partners for financial and legal advisory services, ensuring a smooth transition into the new market. Legal insights from Lowenstein Sandler LLP further strengthen the firm’s operational integrity.

In conclusion, Cerity Partners’ latest expansion signifies a robust commitment to excellence in wealth management and client service. With a growing footprint in Arizona and a dedicated team, the firm is set to redefine financial success for its clients while maintaining its core values of personalized service and client-first mentality.

For more information on Cerity Partners and its offerings, visit ceritypartners.com.