Cerity Partners officially announced its merger with Graypoint, a prominent financial advisory firm based in Albany, New York, which manages over $4.5 billion in client assets. This move strengthens Cerity Partners’ position as a leading independent wealth manager in the U.S. and expands its Workplace Solutions offerings. Graypoint’s expertise in advising high-net-worth and ultra-high-net-worth clients complements Cerity’s services perfectly.
This merger aligns with Cerity Partners’ strategy to broaden its Workplace Solutions offerings while reinforcing its commitment to high-net-worth and ultra-high-net-worth clients. Graypoint, with a strong record in advising corporate executives and nonprofits, adds tremendous expertise and complements Cerity’s existing services.
Expanding Advisory Services and Client Reach
Graypoint currently serves 60 nonprofit organizations across New York’s Capital Region. Post-merger, it will operate under the Cerity Partners name, further solidifying the firm’s footprint in financial advisory services. Daniel Nolan, Graypoint’s current president and CEO, will join Cerity Partners as partner and vice chairman, ensuring a smooth integration and continuity in client service.
Cerity Partners merge Graypoint is expected to enhance advisory capabilities, particularly in investment management, tax planning, and financial strategies tailored for business owners, retirees, and professionals. The combination of both firms’ expertise promises a comprehensive and high-quality service experience for clients.
Leadership Vision and Future Outlook
Daniel Nolan stated, “This partnership is an extension of the same core values upon which Graypoint was founded. By joining forces with Cerity Partners, we are doubling down on our commitment to help clients preserve, steward, and grow the wealth they’ve created—and to help them define where their wealth meets purpose.”
Similarly, Kurt Miscinski, president and CEO of Cerity Partners, expressed excitement about the merger: “We’re truly excited to welcome our new partners and colleagues from Graypoint to our firm. Their breadth and depth of expertise are a wonderful complement to our firm. We look forward to building a world-class firm together.”
This merger builds on Cerity Partners’ earlier expansion with Cook Wealth in Raleigh, North Carolina, demonstrating the firm’s ongoing commitment to growth and excellence in wealth management.
