The merger expands Cerity Partners’ services into North Carolina. Credit: Cerity Partners/ PRNewswire.

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.

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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.