Cerity Partners LLC, an independent wealth management and investment advisory firm, has acquired Echo Wealth Management, an independent firm based in the Minneapolis area. Echo Wealth Management offers tax, estate, insurance and investment planning and has approximately $337 million in assets under management.
The financial terms of the deal were not disclosed. Echo Huang, Echo Wealth Management’s president and founder, said the firm intends to maintain its current client relationships while gaining access to Cerity Partners’ broader resources.