Cerity Partners, an independent wealth management firm in the United States, has merged with New York City–based AJ Wealth, a registered investment adviser specializing in providing family office services to ultra-high-net-worth families.
AJ Wealth was advised by Park Sutton Advisors, A Waller Helms Company, whose team was led by Steve Levitt, founder and managing director, and Dan Erichson, managing director. The combined firm will operate under the Cerity Partners name.
For Cerity Partners, the combination expands the firm’s capability in serving ultra-high-net-worth clients with complex wealth management needs. AJ Wealth has significant expertise working with partners and founders of hedge funds, private equity and venture capital firms, business owners, and C-suite executives. Founded in 2012 by Andrew Cooper and Justyn Volesko, who formerly worked in Goldman Sachs’ Family Office unit, AJ Wealth developed a comprehensive family office service that focuses on