Cerity Partners Welcomes Prio Wealth | PR Newswire [Video]

The addition of Prio Wealth will deepen Cerity Partners’ wealth management offerings for private and corporate clientele across the Boston metropolitan area. The merger adds $4.1B in AUM to Cerity Partners.

, /PRNewswire/ — Cerity Partners, a leading independent wealth management firm in the U.S., announced today that it is merging with Prio Wealth (Prio), a Boston-based wealth management firm. This partnership will expand Cerity Partners’ comprehensive suite of wealth advisory services across family and generational wealth planning, financial and retirement planning, and investment management services. Prio Wealth will add $4.1B in AUM to Cerity Partners and will operate under the Cerity Partners name.

“Partnering with Prio Wealth reinforces our commitment to delivering integrated, personalized, and diversified wealth advisory solutions that address every aspect of our clients’ financial needs,” said Claire O’Keefe, Partner & Head of Partner Development at Cerity Partners. “Prio’s highly credentialed and experienced team will allow us to continue providing exceptional services, …