Announced
Synopsis
Cerity Partners, an independent wealth management firm in the US, agreed to merge with West Coast Financial, a financial advisory firm headquartered in Santa Barbara. Financial terms were not disclosed. This partnership will enhance Cerity Partners' financial planning and investment management capabilities across wealth transfer, retirement, tax and charitable planning, and further accelerate alternative investment offerings for clients in areas such as real estate. Following the close, West Coast Financial will operate under the Cerity Partners name.
Show Details & Financials
Did you work on this deal?
Showcase your expertise to over 3 million dealmakers and industry leaders on Datasite.
Seller Team (3)
Bidder Team (1)
By continuing, you agree to our Terms & Conditions and our Data Privacy Policy
All rights reserved. Copyright © 2025 Datasite