The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Cerity Partners, Cook Wealth
Cerity Partners, a US-based wealth management firm, has just merged with Cook Wealth, a Raleigh-based wealth management firm. The move will enhance the firm’s ability to serve clients through personalized wealth and tax planning services in Raleigh.

This partnership will expand Cerity Partners’ wealth advisory services, including financial planning, investment management, and tax planning and preparation, into North Carolina. With this merger, Cerity Partners welcomes 27 new colleagues to the firm.

“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,” Claire O’Keefe, partner and head of partner development at Cerity Partners, said.

“A partnership with Cook Wealth has always been a partnership for life,” Brian Cook, executive chairman of Cook Wealth, added. “Joining Cerity Partners allows us to continue delivering on that promise – helping clients navigate the big decisions, beautiful milestones, and everything in between.”

Stradley Ronon provided legal counsel for Cook Wealth.