Cerity Partners merges with Echo Wealth Management to enter Minneapolis market

Bitget2026/10/01 13:36

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Cerity Partners merged with Minneapolis-area Echo Wealth Management, expanding into the Minnesota market under the Cerity Partners brand.
Echo Wealth Management, founded in 2015 by Echo Huang, is contributing about $337 million of assets under management.
The deal adds a tax-focused, holistic planning practice to Cerity Partners’ platform serving corporate executives and their families.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Cerity Partners LLC published the original content used to generate this news brief on October 01, 2026, and is solely responsible for the information contained therein.

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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Cerity Partners merges with Echo Wealth Management to enter Minneapolis market

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