Cerity Partners, a leading independent wealth management firm in the U.S., is pleased to welcome Chad Wing and Dustin Brutton as Partners to the firm. Based in Scottsdale, Arizona, Chad, Dustin and their team of four colleagues will establish Cerity Partners’ newest office, expanding the firm’s geographic footprint and presence in the Southwest. Their addition reflects the firm’s continued growth and dedication to serving clients with deeply personalized guidance and regional expertise.
Prior to joining Cerity Partners, Chad and Dustin held leadership roles at Canopy Wealth Management Arizona, where they specialized in serving high-net-worth individuals, families, and business owners. Their work centered on strategic planning, investment management, and helping clients navigate complex financial decisions with clarity and confidence.
“Entering the Arizona market represents an exciting step in Cerity Partners’ growth journey,” said Claire O’Keefe, Partner & Head of Partner Development at Cerity Partners. “Chad and Dustin share our commitment to client-first service and bring with them a strong foundation of experience, relationships, and leadership that will allow us to deliver comprehensive, integrated solutions to clients in Scottsdale and throughout the region. We’re thrilled to welcome them to our partnership.”
“Our focus has always been taking great care of our clients—helping them manage their financial resources, grow their wealth, and navigate life’s financial complexities with confidence,” said Chad. “Joining Cerity Partners allows us to continue delivering the high-touch service our clients value while offering a broader suite of solutions to support them at every stage of their financial lives.”
MarshBerry served as the exclusive financial advisor to ERN-CD Arizona, LLC and The Brutton Group, and Mark J. Jahnke and David W. Jahnke of Katz, Teller, Brant & Hild, L.P.A. provided legal counsel. Lowenstein Sandler LLP provided legal counsel for Cerity Partners.
