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, established in 1988. It specializes in providing investment management and financial planning services to high-net-worth individuals, families, and non-profit institutions. The firm operates as a Registered Investment Adviser, with its assets managed and governed by an executive management team. In a strategic move to enhance its service offerings, Prio Wealth has merged with Cerity Partners, further expanding its capabilities in wealth management.

SBC Wealth Management is a professional services firm specializing in wealth management for individuals and businesses. With a team boasting multigenerational experience, they provide tailored financial planning services, including income maximization, tax optimization, and long-term investment strategies, aiming to meet clients' unique financial and lifestyle goals.

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 was a wealth management firm based in New York City, established in 2012. It offered a range of financial planning and wealth management services tailored for individuals, families, and businesses. The firm emphasized thoughtful planning and a clear focus on clients' objectives to create a sense of peace of mind. The executive team managed the assets, ensuring personalized attention and guidance. AJ Wealth later merged with Cerity Partners, continuing its commitment to providing comprehensive financial solutions.

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. Founded in 1998, the firm specializes in providing asset management and investment counseling services. Its clientele includes wealthy individuals, families, foundations, endowments, financial institutions, and other entities with investments exceeding $5 million. Algonquin Advisors focuses on delivering tailored financial solutions to meet the unique needs of its diverse clients.

Worldview Wealth Advisors is an independent wealth management firm that caters to high net worth individuals and global families, both in the United States and internationally. The firm specializes in providing comprehensive financial planning and investment advice, encompassing services such as asset management, sustainable investing, and alternative investment strategies. By focusing on the unique needs of its clients, Worldview Wealth Advisors aims to help them achieve their financial goals through tailored advisory services.