Cerity Partners and Gilbert & Cook have announced their intention to merge, effective at the end of September. Gilbert & Cook is a wealth management firm based in West Des Moines, Iowa. Through the merger, Gilbert & Cook will operate under the Cerity Partners name, enhancing access to an extensive suite of wealth management services, including financial planning, investment management, business owner advisory, multigenerational estate planning, private family office services, divorce financial planning and private markets investing. This partnership marks Cerity Partners’ entry into the Iowa market and brings together two client-focused firms united by a shared commitment to personalized advice, deep relationships and high-quality service.
Founded in 1993, Gilbert & Cook has earned national recognition serving individuals, families and business owners with an integrated, client-centered approach to financial planning, investment management and sophisticated
