Announced
Completed
Synopsis
Cerity Partners, an investment advisor, completed the merger with Cook Wealth, a provider of wealth management services. Financial terms were not disclosed. “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. We’re thrilled to welcome them to the firm,” Claire O’Keefe, Cerity Partners Partner & Head of Partner Development.
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