MarshBerry Advises Canopy Wealth Management Arizona on Their Acquisition by Cerity Partners LLC

MarshBerry, a leading investment banking and consulting firm serving the wealth and insurance distribution industries, is pleased to have advised Canopy Wealth Management Arizona (Canopy) on their acquisition by Cerity Partners LLC (Cerity). The transaction closes on May 30, 2025.

Headquartered in Scottsdale, AZ, Canopy focuses on providing personalized, fee-only financial planning and investment management to clients across all life stages, helping them to achieve their financial goals with clarity, competence, and care. As part of the acquisition, Chad Wing and Dustin Brutton have been named partners to Cerity. They, along with their team of four colleagues, establish Cerity’s newest office, expanding the firm’s geographic footprint and presence in the Southwest. This addition reflects the firm’s continued growth and dedication to serving clients with deeply personalized guidance and regional expertise and brings $433M of assets under management to Cerity.

“After an exhaustive search for the right investment bank, the Canopy team turned to MarshBerry for strategic guidance,” stated Phil Trem, MarshBerry President – Financial Advisory. “With our industry expertise and a thoughtful, patient approach, we helped Canopy find a partner that aligned with their vision—offering the scale and strategic capabilities they needed, while preserving the personalized service their clients value. We’re proud to have supported them through this important milestone.”

The Scottsdale and Phoenix, AZ, marketplaces are rapidly growing markets for high-net-worth individuals, making it an attractive hub for wealth management services.

“It was a privilege to advise this exceptional team on their partnership with Cerity. This transaction represents the alignment of two firms who share a commitment to excellence, a fiduciary mindset, and a vision for long-term growth,” said Kim Kovalski, Managing Director – MarshBerry. “Cerity’s scale and resources enable this talented group of advisors to deepen client relationships, expand capabilities, and accelerate their already impressive trajectory. We’re excited to see what they accomplish together.”

Terms of the transaction were not disclosed.

Leveraging a focused and well–defined process, MarshBerry’s team of investment bankers understand the complexities of the wealth market and how to properly position firms to realize value. With extensive experience in both organic and inorganic growth strategies, clients turn to MarshBerry for strategic advisory, growth acceleration consulting, merger & acquisition transactions including liquidity transactions, acquisition transactions, business continuity/perpetuation transactions, and more.

MarshBerry – Helping Clients Learn, Improve & Realize Value

MarshBerry is a global leader in financial services and consulting dedicated to helping firms in wealth management and insurance brokerage achieve sustained growth and value for every stage of ownership. With a legacy spanning over 40 years, MarshBerry offers an extensive suite of services, including Investment Banking (Merger & Acquisition Advisory; Capital Raising), Financial Consulting (Strategic Planning; Valuations; Perpetuation Planning), Organic Growth Consulting (Leadership, Sales & Talent Solutions), Executive Peer Exchange, Agency Network and Market Intelligence and Performance Benchmarking. For more information, visit www.MarshBerry.com.

Investment banking services in the USA offered through MarshBerry Capital, LLC, Member FINRA and SIPC, and an affiliate of Marsh, Berry & Company, LLC, 28601 Chagrin Blvd, Suite 400, Woodmere, OH 44122 (440) 354-3230.