Announced
Completed
Synopsis
Genstar Capital-backed Cerity Partners, a wealth management firm, completed the merger with Von Berge Wealth Management, a San Diego-based financial advisory firm. Financial terms were not disclosed. "Von Berge Wealth Management has earned a reputation for delivering highly personalized, goals-based financial advice. This partnership strengthens our firm’s presence in San Diego and reinforces our shared commitment to helping clients simplify complexity and plan confidently for the future. We’re delighted to welcome our new colleagues to the firm," Claire O’Keefe, Cerity Partners Partner & Head of Partner.
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