Cerity Partners Brings in Austin Private Wealth and SOL Capital Management

Cerity Partners this week announced two mergers with Austin- and Rockville, Maryland-based firms.

The wealth management firm has first merged with Austin Private Wealth, in a move that is set to bolster Cerity Partner’s presence in Austin.

Austin Private Wealth serves individuals, families, and business owners, with integrated capabilities spanning retirement planning, tax-aware strategies, wealth transfer planning, and investment due diligence.

Cerity Partners also announced its merge with SOL Capital Management, an investment advisory firm focused on serving high and ultra-high net worth individuals and their families and institutions. The firm provides portfolio management services with an emphasis on long-term investment objectives and risk-aware portfolio construction. As part of the deal, SOL Capital Management will operate under the Cerity Partners name.

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