​Cook Wealth, a Raleigh-based wealth management firm, has merged with Cerity Partners, a leading national wealth advisory firm, as of April 2025. This strategic partnership expands Cerity Partners’ presence into North Carolina and enhances its integrated services, including financial planning, investment management, and tax planning and preparation.

The merger brings 27 new professionals from Cook Wealth into Cerity Partners, strengthening the firm’s commitment to delivering personalized, client-first solutions. Brian Cook, Executive Chairman of Cook Wealth, emphasized that joining Cerity Partners allows them to continue guiding clients through significant life decisions and milestones.