PHILADELPHIA – Troutman Pepper Locke represented Echo Wealth Management, a boutique, independent wealth management firm, in its combination with Cerity Partners, a leading independent wealth management and investment advisory firm. For more information, see the press release.
Founded in 2015 by Echo Huang, CFA, CFP®, CPA, Echo Wealth Management has roots in tax planning and a passion for holistic strategy. The firm integrates tax, estate, insurance, and investment planning into a single, clear path for clients, guided by a fiduciary duty. The firm will contribute approximately $337 million in assets under management to Cerity Partners.
The Troutman Pepper Locke team that advised Echo Wealth Management was led by Mark Wilhelm, Jenny Ji, Alyssa Mason, Morgan Klinzing, Ted Edwards, and Jessica Rothenberg.
Consistently recognized as a top-tier practice, Troutman Pepper Locke’s corporate attorneys regularly handle strategic deals for clients ranging from industry-leading, Fortune 100 corporations to emerging companies. Core areas of service include mergers and acquisitions, corporate finance, corporate governance, securities laws compliance, capital markets transactions, and other significant domestic and cross-border transactions, as well as general corporate counseling.
Troutman Pepper Locke
Troutman Pepper Locke helps clients solve complex legal challenges and achieve their business goals in an ever-changing global economy. With more than 1,600 attorneys in 30+ offices, the firm serves clients in all major industry sectors, with particular depth in energy, financial services, health care and life sciences, insurance and reinsurance, private equity, and real estate. Learn more at troutman.com.