On December 31, 2021 Daintree Advisors combined with Cerity Partners. Cerity Partners is a leading, national registered financial advisory firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. The firm’s in-house tax advisors, financial planners, investment professionals, and retirement plan consultants are passionate about and committed to providing objective financial advice and oversight.

Daintree Advisors was an employee-owned multi-family office and wealth management firm that became part of Cerity Partners on Dec. 31, 2021.

FT Direct Indexing (formerly Veriti Management) provides direct indexing that is customized for each client. Using the latest financial technology, Veriti delivers tax-efficient equity portfolios that are aligned with the investor’s personal values. The mission is to seek superior after-tax returns while also doing good.Veriti offers its direct indexing technology and management through financial advisors. Investors can pick almost any stock index and personalize it with their own values while also making it tax efficient and low cost. The double bottom line is to seek better returns after all costs and taxes while also being aligned with the investor’s personal values. Mission accomplished.

Leader of the Boston office and member of Investment Committee for Calibre, the family office division of Wachovia, which became Wells Fargo.

Tanager was sold to Wachovia in 2004.