YOUR Abundance Team

When you need us - we are there. When you partner with Gilbert & Cook, you gain more than just a Financial Advisor—you gain direct access to our in-house investment team. Our team is available to discuss market trends, portfolio shifts, and emerging opportunities, ensuring you are always well-positioned in an ever-changing financial landscape.

Investment Opportunities,
Beyond the Expected

As an independent firm, our in-house investment team gives clients direct access to institutional-level investment strategies, cutting-edge research, and exclusive investment opportunities.

A fresh set of eyes can see what others may miss, and provide an honest assessment based on facts, not emotions. Our initial Second Opinion Service is offered free of charge for those who may question their own financial situation and security. We provide a non-threatening and non-judgmental opportunity to voice questions about portfolio performance,
fees or financial strategies.

Learn about our intellectual capital and many designations. For more information regarding our specialty services, Contact Us to schedule your complimentary meeting.

Experience the Gilbert & Cook Advantage

Menu of Services

FINANCIAL PLANNING

  • Lifestyle Planning

  • Retirement/Income Strategies

  • Charitable Giving Strategies

  • Estate Planning

  • Survivorship & Insurance Analysis

  • Analysis College Funding Analysis

  • Spousal Continuity Planning

  • Succession Planning

  • Social Security & Pension Analysis

INVESTMENT MANAGEMENT

  • Portfolio Analysis

  • Comprehensive Investment Solutions

  • Ongoing Wealth Management

  • 401K Advisory Services

  • Asset Allocation Strategies

  • Alternative Investments

  • Cash Management

  • Income Protection Strategies

  • Risk Mitigation

SPECIALTY SERVICES

  • Private Market Investing

  • Business Planning

  • Private Family Office

  • Divorce Financial Planning