Wealth management firm Cerity Partners has merged with California-based Brouwer & Janachowski in a move that would expand its capabilities and West Coast reach.

The financial terms of the deal were not disclosed.

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The combined entity, which will operate under Cerity Partners name, will advise more than $45bn in client assets.

Established in 2009, Cerity Partners provides financial advice and oversight to its private and corporate clients.

These include estate, tax, financial, and compensation and benefit planning, retirement plan advisory, tax preparation, personal financial administration, and investment management services.

Brouwer & Janachowski is a boutique wealth and investment management firm with clients across the San Francisco Bay Area and greater west coast region.

Kurt Miscinski CEO and president Cerity Partners said: “Serving the needs of clients in the Bay Area requires unique expertise and a culture that attracts talented wealth advisors and clients.

“We share common values, business practices, and a service mindset with our new colleagues from Brouwer & Janachowski.”

Cerity Partners head of Corporate Development Claire O’Keefe said: “We are always looking for talented people who’ve built enduring businesses.

“Joining Cerity Partners allows our new colleagues to enhance their focus on serving clients and their community.”

Brouwer & Janachowski president and CEO Stephen Janachowski said: “We are thrilled to join Cerity Partners and be colleagues of one of the top wealth advisory firms in the country.

“Our clients will benefit from an expansive service offering and access to many subject matter experts.”

In November 2021, Cerity Partners merged with San Francisco-based Bingham, Osborn & Scarborough.