• Cerity Partners plans to merge with the Contant-Leit and Wacht Groups from Shufro Rose, expanding its wealth advisory footprint in New York City.
• The two practices manage about $1.4 billion in client assets; they will operate under the Cerity Partners brand.
• Houlihan Lokey advised the Contant-Leit and Wacht Groups; Katz Teller provided legal counsel; Lowenstein Sandler advised Cerity Partners.

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 September 22, 2026, and is solely responsible for the information contained therein.