Cerity Partners Announces Exciting Merger with West Coast Financial
Cerity Partners Expands Services with West Coast Financial Merger
The addition of West Coast Financial significantly enhances the services offered by Cerity Partners, ensuring robust financial solutions for private clientele.
The Merger Enhances Client Services
Cerity Partners, a leading independent wealth management firm, has taken a significant step forward by merging with West Coast Financial. This strategic partnership is designed to expand Cerity Partners' capabilities in wealth transfer, retirement planning, tax planning, and charitable initiatives. The merger aims to create a comprehensive approach to investment management, especially in alternative investments like real estate.
Benefits of the New Partnership
With West Coast Financial joining the Cerity Partners family, clients can expect a broader suite of financial services tailored to their unique needs. The merger combines decades of experience and a shared commitment to providing exceptional client service and innovative financial strategies.
Leadership Insights
"The West Coast Financial team brings invaluable experience and a client-first approach that complements our mission perfectly," stated Claire O'Keefe, Head of Partner Development at Cerity Partners. This synergy allows for a stronger foundation to meet the evolving needs of clients across various regions, not just limited to geographical boundaries.
A Legacy of Trust and Service
West Coast Financial has a rich history, having served clients for over 40 years. Their focus has always been on empowering clients to gain confidence in their financial decisions and lives. Steven Weintraub, Managing Partner of West Coast Financial, emphasized, "By merging with Cerity Partners, we can further enhance our mission and offer clients greater financial solutions and strategies that align with their personal and financial goals."
Advisors on the Deal
The merger was facilitated by Houlihan Lokey, led by Dan Erichson and Matt Kempler, who provided financial advisement for West Coast Financial. Legal counsel was provided by Reicker, Pfau, Pyle & McRoy LLP, ensuring a smooth transition and integration process.
About Cerity Partners
Cerity Partners has been a national leader in wealth management since its inception in 2009, catering to high and ultra-high-net-worth individuals, families, businesses, and nonprofit organizations. With a commitment to exceptional service and tailored financial strategies, Cerity Partners continues to stand out in the wealth management industry.
About West Coast Financial
Founded over four decades ago, West Coast Financial has made its mark in the financial advisory sector. The firm specializes in comprehensive financial services, including wealth management and investment consultation. Their dedication to client success has earned them a respected position in the market.
Frequently Asked Questions
What does the merger mean for clients of both firms?
Clients can expect a broader range of financial services and improved access to resources tailored to meet diverse financial goals.
Will West Coast Financial operate under a new name?
After the merger, West Coast Financial will transition to operate under the Cerity Partners name while maintaining its commitment to quality service.
What areas of service will see expanded offerings?
The merger will enhance offerings in wealth transfer, retirement, tax, charitable planning, and alternative investments.
How long has Cerity Partners been in business?
Cerity Partners has been a recognized leader in wealth management since 2009.
Can clients expect changes in service delivery?
While the merger will lead to expanded services, both firms emphasize maintaining high client service standards throughout the transition.
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