Cerity Partners, a leading national wealth management firm, has merged with Boston-based Daintree Advisors, strengthening its East Coast presence and expanding advisory capabilities. The combined firm now manages over $45 billion in client assets and will continue operating under the Cerity Partners name. Daintree Advisors, founded in 2010, built a strong reputation serving individuals and families across New England with integrated wealth management, estate planning, tax advisory, cash flow management, and investment services.
Cerity Partners, established in 2009, delivers comprehensive financial planning, investment management, retirement plan advisory, and corporate benefit services nationwide. CEO Kurt Miscinski highlighted the strategic importance of the Boston area as a hub for innovation and entrepreneurship and expressed excitement over the merger to enhance client services. The partnership aims to leverage combined technology, investment intelligence, and professional expertise to provide clients with greater wealth protection and growth opportunities…