Cerity Partners Acquires Cook Wealth
April 3, 2025
Cerity Partners has merged with Raleigh-based Cook Wealth, expanding its integrated wealth advisory services into North Carolina. The deal brings 27 Cook Wealth colleagues into Cerity Partners and enhances the firm's capabilities in financial planning, investment management, and tax planning.
- Buyers
- Cerity Partners
- Targets
- Cook Wealth
- Industry
- Financial Services
- Location
- North Carolina, United States
- Transaction Type
- Buyout
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