Cerity Partners Expands Services with Janiczek Wealth Management
Cerity Partners Expands Services with Janiczek Wealth Management
The recent merger between Cerity Partners and Janiczek Wealth Management marks a significant step forward for Cerity Partners. This collaboration enhances Cerity's capability to cater to high and ultra-high-net-worth private clients, an essential focus area for the company.
A Strategic Union in Wealth Management
Cerity Partners, a leading independent wealth management firm in the United States, is thrilled to announce its merger with Janiczek Wealth Management, a distinguished financial advisory firm. This strategic union will enable the newly formed entity to operate under the well-recognized Cerity Partners name.
Welcoming an Experienced Team
"We are excited to welcome Janiczek's highly credentialed and experienced team to Cerity Partners," stated Claire O'Keefe, who is a Partner and Head of Partner Development at Cerity Partners. The Janiczek team has a long history of delivering specialized and tailored wealth management services, focusing on affluent clients for over three decades.
Enhancing Client Capabilities
The merger expands Cerity Partners' ability to provide exemplary services to high and ultra-high-net-worth clients. Joseph Janiczek remarked on how this partnership will amplify their efforts. "Our 34 years in the financial landscape, collaborating with clients and the vibrant community, perfectly align with the growth vision of Cerity Partners," he emphasized.
Building on Previous Growth
This partnership arrives at a strategic time for Cerity Partners, which is experiencing growth in key markets. Earlier this year, the firm successfully combined with Wealth Legacy Institute and Keating Wealth Management, adding approximately $1.4 billion in assets under management to its portfolio.
About Cerity Partners
Established in 2009, Cerity Partners has gained recognition as a comprehensive wealth management firm. The firm is committed to providing exceptional financial planning and investment management services to high and ultra-high-net-worth individuals, their families, businesses, and nonprofit organizations. To learn more about their diverse services, visit ceritypartners.com.
About Janiczek Wealth Management
Founded in 1990, Janiczek Wealth Management is highly regarded for its fiduciary commitment in serving affluent individuals and families. The firm’s expertise and dedication to client service make the merger a beneficial alliance for all involved.
Frequently Asked Questions
What prompted the merger between Cerity Partners and Janiczek Wealth Management?
The merger aims to enhance the capabilities of Cerity Partners in serving high and ultra-high-net-worth clients by leveraging Janiczek's specialized expertise in wealth management.
How will this merger impact existing clients of both firms?
The clients of both Cerity Partners and Janiczek Wealth Management can expect enhanced services and broader access to wealth management resources and expertise.
What is the focus of Cerity Partners post-merger?
Cerity Partners will continue to focus on providing best-in-class financial advice and services, especially in strategic markets like Denver.
When was Cerity Partners founded?
Cerity Partners was established in 2009 and has since grown to become a nationally recognized wealth management firm.
What does Janiczek Wealth Management specialize in?
Janiczek Wealth Management specializes in fiduciary financial advisory services for high and ultra-high-net-worth individuals and families.
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