Cerity Partners, a independent wealth management firm, has announced that it has merged with Austin Private Wealth, an independent wealth management firm based in Austin. This strategic partnership broadens Cerity Partners' presence in the Austin market and enhances the combined firm's ability to deliver comprehensive wealth planning, investment management and holistic financial solutions to high-net-worth individuals, families and businesses. Austin Private Wealth will operate under the Cerity Partners name.
Founded on a commitment to personalized, goal-oriented advice, Austin Private Wealth serves a diverse client base, including individuals, families and business owners, with integrated capabilities spanning retirement planning, tax-aware strategies, wealth transfer planning and investment due diligence, all delivered through a highly consultative and client-centric approach.
Advisors and clients of Austin Private Wealth will build on an established range of plannin
