Cerity Partners, a prominent independent wealth firm, is further extending its reach in Colorado.
The top-ranked RIA announced its merger on Thursday with Janiczek Wealth Management, a Denver-based advisory firm that caters to high- and ultra-high-net-worth clients.
The deal, which will see Janiczek operating under the Cerity Partners banner moving forward, reinforces its strategic growth in the region and enhances its ability to offer comprehensive services to affluent clients.
"We are thrilled to welcome Janiczek's highly credentialed and experienced team to Cerity Partners," Claire O'Keefe, partner and head of partner development at Cerity Partners, said in a statement. "They have a proven track record of delivering highly specialized, integrated, and personalized wealth management services to affluent private clients for over three decades."
Joseph Janiczek, the namesake founder of Janiczek Wealth Management, highlighted the partnership's potential to "[expand] our ability to serve high- and ultra-high-net-worth private clients."
"Our 34 years headquartered in Colorado, collaborating with wonderful clients, charities, business leaders, investment bankers, family offices, and distinguished law and accounting practices in the region, is only enhanced by this synergetic partnership," the veteran said.
This move adds to Cerity Partners' previous transactions in Denver, including Wealth Legacy Institute and Keating Wealth Management. Together, these combinations have added approximately $1.4 billion in AUM to the firm’s portfolio.
Cerity Partners' integration with Janiczek comes in the aftermath of its partnership with Touchdown Ventures, through which Cerity has opened a new "venture capital as a service" for private clients. Last month, the firm also welcomed Mariner Wealth Advisors alum Todd Cassler as its first-ever chief growth officer,
LPL Financial and Raymond James also add independent advisors from Osaic and Edward Jones in Michigan and Arizona.
The SEC-registered RIA advises on more than $1 billion in client assets, with no advisory fee through 2027 and no human financial advisors.
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