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Announced

Cerity Partners to acquire AJ Wealth.

Synopsis

Cerity Partners, an investment advisor that offers financial planning to individuals, agreed to acquire AJ Wealth, a comprehensive wealth management company. Financial terms were not disclosed. "Partnering with Cerity Partners is a natural evolution of our firm. From our time working with Goldman Sachs partners within the Goldman Sachs Family Office to the founding of AJ Wealth, we constantly strive to exceed client expectations and provide the highest level of service in the industry as well as the most creative and sophisticated planning. Our clients work with us because we are a true 'financial planning first' firm providing a suite of family office services that allow us to handle all aspects of their financial lives. Our clients have complex financial situations and are looking for someone to oversee their entire financial picture. Our experience matched with Cerity Partners' wide range of services and investment capabilities will help make this partnership very successful for our clients and firm. We look forward to leveraging our expertise to create a best-in-class family office service for Cerity Partners," Andrew Cooper, AJ Wealth Co-founder.

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