Cook Wealth merges with Cerity Partners

Yahoo

04-04-2025

Cerity Partners has announced its merger with Cook Wealth, a wealth management firm based in Raleigh, North Carolina.
This collaboration aims to broaden Cerity Partners' range of integrated wealth advisory services, which include financial planning, investment management, and tax planning and preparation.
Cook Wealth provides financial advising, tax advising, and investment management services tailored for professionals, business owners, and retirees across the country.
Cook Wealth executive chairman Brian Cook said: '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 the big decisions, beautiful milestones, and everything in between.'
The merger will facilitate the expansion of Cerity Partners' services into the North Carolina market, enhancing its ability to serve clients in the region.
As a result of this move, Cerity Partners will incorporate 27 new team members from Cook Wealth into its workforce.
Cerity Partners partner development head and partner Claire O'Keefe said: 'Cook Wealth's talented team and deep client relationships reflect a clear commitment to holistic, client-first service.
'This merger not only expands our footprint in the Raleigh market but also deepens our ability to serve private and corporate clients with personalized solutions.'
Stradley Ronon offered legal counsel to Cook Wealth for .
Established in 2009, Cerity Partners is a full-service wealth management firm that caters to high and ultra-high-net-worth individuals, their families, businesses, and nonprofit organisations.
In October 2024, Cerity Partners announced its merger with Denver-based Janiczek Wealth Management, integrating its services under the Cerity Partners name.
Cerity Partners' merger with Janiczek Wealth Management follows its integrations with Wealth Legacy Institute and Keating Wealth Management in Denver.
These acquisitions added approximately $1.4bn in assets under management.
"Cook Wealth merges with Cerity Partners" was originally created and published by Private Banker International, a GlobalData owned brand.
The information on this site has been included in good faith for general informational purposes only. It is not intended to amount to advice on which you should rely, and we give no representation, warranty or guarantee, whether express or implied as to its accuracy or completeness. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site.