Your Wealth Journey

Your wealth management team should be the most important and consistent professional partners in your life. Through our individually tailored service and genuine relationships, we will be a trusted advisor — adapting to your evolving needs and guiding you to a Life of Abundance®.

Financial Planning For You

Individuals & Families

Our team provides individually tailored financial solutions for high-net-worth individuals and families. Whether you’re an executive, retiree or just beginning to build your legacy, we develop coordinated solutions aligned with your vision and your family’s mission.

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Business Owners

We help business owners bring clarity to complex decisions — aligning business value, personal wealth and future transition planning through a coordinated team approach. Our team integrates your personal and business priorities, positioning you and your family to achieve your vision of abundance.

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Divorcing & Divorced

Divorce represents a significant life transition, both emotionally and financially. Our team of Certified Divorce Financial Analysts® (CDFA®s) work alongside your attorney and trusted advisors to bring clarity, and confidence to the financial side of divorce. We’ll help create a personalized plan to help you navigate not only the divorce itself, but everything that comes after.

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Private Family Office

Our Family Office Team delivers private, tailored family services for multi-generational families. Alongside our sophisticated investment strategies, we provide comprehensive wealth planning, trust and corporate services and family governance solutions to support your family’s legacy.

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Organizations

We partner with corporations, foundations and endowments to provide sophisticated asset management and retirement plan solutions. Our team works closely with executives, boards and investment committees to ensure your strategies align with your mission, fiduciary responsibilities and long-term vision.

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Growing Your Wealth

Investment Management

Success is about more than just a well-allocated portfolio — it’s about aligning every investment decision with your life, your goals and the legacy you want to create.

At Gilbert & Cook, investment management is not a standalone service — it’s a fully integrated part of your financial life. We combine a disciplined, institutional approach with personalized planning, blending public and private investments, active and passive strategies and ongoing research to build portfolios designed to evolve with you. The result is a more thoughtful, coordinated strategy — one built to help you move forward with clarity and confidence. 

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Sophisticated Solutions

As your financial life becomes more complex, your strategy should evolve with it.

Our team delivers coordinated solutions that go beyond traditional wealth management — integrating investment strategy, tax planning, estate design and private market opportunities into one cohesive plan. Backed by a deep bench of in-house professionals, we help you make informed decisions across every stage of life and every level of complexity.

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Charitable Giving

At Gilbert & Cook, we believe charitable giving plays a crucial role in both personal financial planning and community well-being. By integrating philanthropy into your financial strategy, you can support causes close to your heart. Our experienced team will work closely with you to design a personalized strategy — whether that means setting up a family charitable foundation, creating a charitable trust or developing a gifting plan — so your generosity has optimal impact on your community.

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Charitable Giving

Our Solutions

You deserve solutions that empower you to live abundantly today while shaping the legacy you envision for tomorrow. As an independent Registered Investment Advisor, we have the flexibility to design a customized financial plan tailored to your specific goals and priorities.
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Financial Planning

Our Financial Security Method® brings clarity to your goals and maps a path to achieving them.

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Financial Planning

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Investment Management

We utilize the latest research to formulate proprietary strategies aligned with time-tested beliefs.

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Investment Management

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Private Family Services

In serving families, we understand the importance of preserving family values and priorities.

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Private Family Services

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Estate and Legacy Planning

Our holistic planning approach prioritizes shared family values alongside asset protection.

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Estate and Legacy Planning

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*Disclosure: Gilbert & Cook, Inc. does not offer tax or legal advice. You should consult with an attorney for legal advice and a qualified tax professional for tax advice.

Why Gilbert & Cook?

We provide our clients and their families with Sophisticated Strategies and Genuine Relationships, creating a truly Unique Experience.

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