Cerity Partners

Cook Wealth Management Group offers various management and financial services such as wealth, tax planning, asset management & consulting.

Prio Wealth is an independent investment management firm based in Boston, Massachusetts. Founded in 1988, it specializes in providing investment management and financial planning services to high-net-worth individuals, families, and non-profit institutions. The firm was known for its client-focused approach, offering tailored financial strategies to meet the unique needs of its clientele. As a Registered Investment Adviser, Prio Wealth emphasized governance and oversight through its executive management team. In recent developments, the firm has merged with Cerity Partners, enhancing its service offerings and expanding its reach in the wealth management sector.

Fishman, Block + Diamond offers accounting, auditing, taxation, real estate planning, business management, advisory and consulting services.

SBC Wealth Management is a provider of wealth management services catering to both individuals and businesses. With decades of multigenerational experience in the industry, the firm focuses on delivering comprehensive financial planning that includes asset diversification, income distribution, and tailored investment strategies. By prioritizing the unique financial and lifestyle objectives of its clients, SBC Wealth Management aims to maximize current income—both taxable and tax-free—or foster long-term capital appreciation through prudent financial planning techniques. The firm is dedicated to meeting the diverse needs of its clients while guiding them toward achieving their financial goals.

Touchdown Ventures Inc. is a venture capital firm based in Haddonfield, New Jersey, with additional offices in Los Angeles and San Francisco. Founded in 2014, the firm specializes in partnering with corporations to establish and manage corporate venture capital platforms, focusing on early and growth-stage investments across various industries. Touchdown Ventures targets sectors including information technology, media, consumer, health, and industrial. Within information technology, it invests in AI-based solutions, enterprise software, security, and 5G services, among others. In the media sector, the firm focuses on video technologies and advertising tech, while in consumer, it supports natural food products and gardening solutions. The health sector investment includes technologies enhancing patient experience and personalized nutrition. Finally, in industrial, Touchdown Ventures invests in sustainable packaging and advanced manufacturing technologies. The firm actively seeks to take on roles as directors or observers on the boards of its portfolio companies.

Lumina Financial Consultants specializes in comprehensive financial planning and investment management services, catering primarily to women. Their offerings include personal financial planning, investment management, retirement planning, and divorce financial planning, aiming to empower clients to achieve long-term financial security.

AJ Wealth is a wealth management firm based in New York City, established in 2012. It specializes in providing financial planning and wealth management services tailored for individuals, families, and businesses. The company emphasizes thoughtful planning and a clear focus on client objectives to foster peace of mind. AJ Wealth operated as a Registered Investment Adviser, with its assets managed by an experienced executive team. In 2021, AJ Wealth merged with Cerity Partners, enhancing its service offerings and capabilities in the wealth management sector.

ARGI Financial Group provides accounting, retirement, financial planning, tax, investment management, and institutional services.

ARGI Financial Group is a financial services provider based in Louisville, Kentucky, established in 1995. The firm offers a comprehensive range of services, including financial planning, asset management, wealth management, business planning, legacy planning, and risk management. Catering to both individuals and businesses, ARGI focuses on delivering tailored financial solutions that meet the specific needs of its clients. By emphasizing local resources and expertise, the company seeks to provide accessible and personalized support in navigating various aspects of financial management and planning.

Bingham, Osborn & Scarborough provides guidance to our clients through the complex world of investing to help them plan for the future. For inquiries, telephone and contact numbers are used.

Algonquin Advisors is an independent, employee-owned registered investment advisor based in Greenwich, Connecticut. Established in 1998, the firm specializes in asset management and investment counseling services tailored for high-net-worth individuals, families, foundations, endowments, financial institutions, and other entities with investment portfolios exceeding $5 million. Algonquin Advisors focuses on delivering personalized financial solutions and strategies to meet the unique needs of its clients, emphasizing a commitment to independence and fiduciary responsibility.

Worldview Wealth Advisors is an independent firm specializing in comprehensive wealth management services for high net worth individuals and global families both domestically and internationally. They offer a range of services including financial planning, asset management, sustainable investing strategies, and alternative investment advice, tailored to help clients achieve their unique financial objectives.