New York, NY [January 9, 2025] – Cerity Partners, a national leader in independent wealth management, today announced a strategic merger with Prio Wealth, a well-established wealth management firm based in Boston. This partnership significantly increases Cerity Partners Aum by $4.1 billion and strengthens its service offerings for both private and corporate clients throughout the Boston metropolitan area. The combined entity will operate under the Cerity Partners brand, enhancing its comprehensive suite of wealth advisory services.
This merger allows Cerity Partners to deepen its expertise in critical areas such as family and generational wealth planning, robust financial and retirement planning, and sophisticated investment management services. By integrating Prio Wealth’s substantial assets under management, Cerity Partners is poised to deliver even greater value and expanded capabilities to its growing client base.
Claire O’Keefe, Partner & Head of Partner Development at Cerity Partners, emphasized the strategic importance of this merger: “Partnering with Prio Wealth underscores our dedication to providing holistic and customized wealth advisory solutions tailored to the diverse financial needs of our clients. Prio’s accomplished team and deep-rooted experience in the Boston market are invaluable as we continue to expand our footprint and enhance our service delivery in this key region. The increased Cerity Partners AUM through this merger demonstrates our commitment to growth and excellence in wealth management.”
John Bratschi of Prio Wealth also commented on the synergy: “For over three decades, Prio Wealth has been committed to empowering clients to achieve financial confidence by aligning their investments with their life goals. Joining forces with Cerity Partners provides our clients with access to a broader spectrum of financial advisory solutions and strategies, ensuring we can further synchronize their financial resources with their life aspirations. We are excited about the future and the enhanced services we can now offer as part of Cerity Partners.”
Echelon Partners acted as the exclusive financial advisor to Prio Wealth in this transaction, and legal counsel was provided by Buchalter.
About Cerity Partners
Established in 2009, Cerity Partners is a nationally recognized wealth management firm providing comprehensive financial solutions to high-net-worth and ultra-high-net-worth individuals, families, businesses, and non-profit organizations. For more information, please visit ceritypartners.com.
About Prio Wealth
Prio Wealth, an RIA firm located in Boston, MA, has a thirty-year history of assisting individuals, families, and non-profits in achieving their financial and life objectives through personalized wealth management and planning services.
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