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.

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

The SBC wealth management team has many decades of multigenerational wealth management experience. SBC Wealth Management work with individual clients to maximize current income or cash flow both taxable and tax free, or create long-term capital appreciation using prudent financial planning techniques depending on clients needs.

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 offers financial planning and investment management services.

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.

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

ARGI Financial Group provides tax and business services with full access to all areas of financial services, specifically from a local resource.

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.