Cerity Partners merged with Echo Wealth Management, adding approximately $337 million in assets under management and entering the Minneapolis market.
The combined firms will operate under the Cerity Partners name.
Echo Wealth Management was founded in 2015 by Echo Huang.
The boutique independent wealth management firm integrates tax, estate, insurance, and investment planning for clients.
Its practice also includes specialized work helping corporate executives navigate equity compensation and other complex financial decisions.
The merger expands Cerity Partners’ presence into Minnesota and supports the firm’s broader national growth strategy.
Echo Wealth Management clients will continue working with their existing advisory team while gaining access to Cerity Partners’ wider planning, investment, tax, and retirement capabilities.
Turkey Hill Management represented Echo Wealth Management in the transaction.
Troutman Pepper Locke served as legal counsel to Echo, while Morgan, Lewis & Bockius represented Cerity Partners.
KEY QUOTES:
“Echo Wealth Management is a firm built on the same client-first values we hold at Cerity Partners.”
Claire O’Keefe, Partner and Head of Partner Development at Cerity Partners
“Our clients will continue working with the same team they know and trust while gaining access to Cerity Partners’ broader resources and specialized capabilities.”
Echo Huang, President and Founder of Echo Wealth Management
