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Announced

Cerity Partners to merge with SBC Wealth Management.

Synopsis

Cerity Partners, an independent wealth management firm, agreed to merge with SBC Wealth Management, an Indianapolis-based wealth management firm. Financial terms were not disclosed. "SBC's longstanding experience and commitment to personalized client service, colleague development and their community aligns perfectly with Cerity Partners' core values. Welcoming their talented team to our partnership strengthens our regional presence in Indianapolis and enhances our ability to deliver custom wealth management services to our clients," Claire O'Keefe, Cerity Partners Partner & Head of Partner Development.

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