Cerity Partners, a leading independent wealth management firm in the U.S., announced that it is merging with SBC Wealth Management, an Indianapolis-based wealth management firm serving affluent individuals and businesses.
This deal enhances Cerity Partners’ presence in the Midwest and deepens capabilities across financial planning and investment advisory services. SBC will operate under the Cerity Partners name.
Launched in 2009, Cerity Partners is a nationally recognized full-service wealth management firm serving high-net-worth and ultra-high-net-worth individuals and their families, businesses and their leadership teams, and nonprofit organizations.
MarshBerry served as the exclusive financial advisor to SBC, and Bose McKinney & Evans provided legal counsel.
KEY QUOTES:
“SBC’s longstanding experience and commitment to personalized client service, colleague development and their community aligns perfectly with Cerity Partners’ core values. Welcoming their talented team to our partnership strengthens our regional presence in Indianapolis and enhances our ability to deliver custom wealth management services to our clients.”
-Claire O’Keefe, Partner & Head of Partner Development at Cerity Partners
“Merging with Cerity Partners is a natural progression of our 40-year mission to deliver exceptional wealth management solutions. Our shared commitment to a client-first approach makes this partnership an ideal fit. Together, we’ll deepen our wealth management capabilities and help our clients achieve their financial goals.”
-Patrick Morrow, Chief Executive Officer at SBC Wealth Management
