We’re pleased to announce that Cerity Partners has merged with three outstanding firms—Compass Wealth Management, Cornerstone Capital, Inc., and Echo Wealth Management. Each brings talented colleagues, deep and trusted client relationships, and a shared commitment to putting clients first, and together they add approximately $2.1 billion in assets under management to our firm. These partnerships deepen our presence in the greater Atlanta and Silicon Valley Area markets and mark our entry into the Minneapolis market for the first time. We are excited to welcome our new colleagues to Cerity Partners, and we’re proud of what this continued growth means for our clients and our firm. Each firm will operate under the Cerity Partners name.
Cornerstone Capital, Inc. — San Francisco Bay Area
Cerity Partners has merged with Cornerstone Capital, Inc., a Palo Alto–based wealth management firm serving high-net-worth individuals and families as well as charitable foundations and endowments. Founded in 1978, Cornerstone has built its reputation over nearly five decades on close, high-touch relationships with clients anchored in disciplined investment management, financial planning, and estate and tax coordination. The merger deepens Cerity Partners’ presence in Silicon Valley and adds approximately $1.4 billion in assets under management.
Compass Wealth Management — Atlanta
Cerity Partners has also merged with Compass Wealth Management, expanding its presence in the greater Atlanta market and broadening its holistic suite of wealth management services for private and corporate clientele. Founded in 2011 by Robert Amato, Compass is an independent, fee-only wealth management and investment advisory firm serving corporate executives, business owners, and retirees throughout the Atlanta area. Compass brings approximately $340 million in assets under management to Cerity Partners.
Echo Wealth Management — Minneapolis
Rounding out today’s announcements, Cerity Partners has merged with Echo Wealth Management, based in the Minneapolis metropolitan area, marking the firm’s entry into the Minnesota market. Founded in 2015 by Echo Huang, Echo Wealth Management is a boutique, independent firm built on the belief that clients come first, integrating tax, estate, insurance, and investment planning into a single, clear path for clients. The firm contributes approximately $337 million in assets under management to Cerity Partners.
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