Cerity Partners Merges with Austin Private Wealth – Expanding Texas Presence

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Independent wealth management firm Cerity Partners announced this week that it has merged with Austin Private Wealth, an independent wealth management firm based in Austin, Texas.

This partnership, the announcement explains, broadens Cerity’s presence in the Austin market and enhances the combined firm’s ability to deliver comprehensive wealth planning, investment management, and holistic financial solutions to high-net-worth individuals, families, and businesses.

Austin Private Wealth will operate under the Cerity Partners’ name. 

Austin Private Wealth, which has $1.4 billion in assets under management, serves a diverse client base, including individuals, families, and business owners, with integrated capabilities spanning retirement planning, tax-aware strategies, wealth transfer planning, and investment due diligence.   

“This partnership brings together two firms with a shared culture of client-first advice and long-term thinking,” noted Claire O’Keefe, Partner & Head of Partner Development at Cerity Partners, in a release. “By welcoming Austin Private Wealth to Cerity Partners, we are expanding our presence in a key growth market for the firm.”  

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“Cerity Partners shares our commitment to high-quality planning and long-term client relationships,” added Raoul Célèrier, Co-Managing Partner at Austin Private Wealth. “This partnership provides our clients with access to broader resources and deeper expertise, positioning us well for the next chapter of growth.”

Under the partnership, advisors and clients of Austin Private Wealth will build on the firm’s established range of planning services by gaining access to Cerity Partners’ fully integrated wealth management platform. This will help provide depth across advanced estate and tax strategies, institutional-quality investment solutions, and multi-generational planning to support client needs, the announcement further noted.

Investment banking firm Republic Capital Group advised Austin Private Wealth on the merger.

Founded in 2009, Cerity Partners is a nationally recognized wealth management firm with approximately $140 billion in assets under management. The firm serves high- and ultra-high-net-worth individuals and families, business owners, and non-profit organizations with comprehensive financial planning, investment, tax, and retirement solutions.

 

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Independent wealth management firm Cerity Partners announced this week that it has merged with Austin Private Wealth, an independent wealth management firm based in Austin, Texas.

This partnership, the announcement explains, broadens Cerity’s presence in the Austin market and enhances the combined firm’s ability to deliver comprehensive wealth planning, investment management, and holistic financial solutions to high-net-worth individuals, families, and businesses.

Austin Private Wealth will operate under the Cerity Partners’ name. 

Austin Private Wealth, which has $1.4 billion in assets under management, serves a diverse client base, including individuals, families, and business owners, with integrated capabilities spanning retirement planning, tax-aware strategies, wealth transfer planning, and investment due diligence.   

“This partnership brings together two firms with a shared culture of client-first advice and long-term thinking,” noted Claire O’Keefe, Partner & Head of Partner Development at Cerity Partners, in a release. “By welcoming Austin Private Wealth to Cerity Partners, we are expanding our presence in a key growth market for the firm.”  

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“Cerity Partners shares our commitment to high-quality planning and long-term client relationships,” added Raoul Célèrier, Co-Managing Partner at Austin Private Wealth. “This partnership provides our clients with access to broader resources and deeper expertise, positioning us well for the next chapter of growth.”

Under the partnership, advisors and clients of Austin Private Wealth will build on the firm’s established range of planning services by gaining access to Cerity Partners’ fully integrated wealth management platform. This will help provide depth across advanced estate and tax strategies, institutional-quality investment solutions, and multi-generational planning to support client needs, the announcement further noted.

Investment banking firm Republic Capital Group advised Austin Private Wealth on the merger.

Founded in 2009, Cerity Partners is a nationally recognized wealth management firm with approximately $140 billion in assets under management. The firm serves high- and ultra-high-net-worth individuals and families, business owners, and non-profit organizations with comprehensive financial planning, investment, tax, and retirement solutions.

 

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