How We Help
Whether you're preparing for retirement, receiving an inheritance, navigating divorce, experiencing the loss of a loved one or facing another important life transition, our team provides thoughtful guidance designed to bring clarity and confidence to your financial decisions — helping you move forward and Live a Life of Abundance®.
Our Core Solutions
Life's most important financial decisions rarely exist in isolation. Investments, retirement, taxes, estate considerations, insurance and family goals are all interconnected — and often become more complex as life evolves.
Through our collaborative team approach, Gilbert & Cook brings together sophisticated planning, investment guidance and specialized intellectual capital to help create clarity, confidence and alignment across your financial life. Our goal is to help you navigate each stage of life's journey while staying focused on what matters most to you and your family.
Financial Planning
A meaningful financial plan serves as the foundation for life's important decisions. Whether you're preparing for retirement, navigating a major life transition, supporting future generations or pursuing new opportunities, our team helps create a personalized roadmap designed around your goals, values and vision for the future. As life changes, your plan evolves with it.
Investment Management
Successful investing is about more than selecting investments — it's about aligning your portfolio with your broader financial life. Through disciplined research, thoughtful portfolio construction and ongoing oversight from our in-house investment team, we help clients pursue long-term objectives while remaining focused on risk, opportunity and changing market conditions.
Tax Strategies
Taxes influence many aspects of your financial life. We work to identify opportunities for greater tax efficiency and help coordinate tax-aware strategies alongside your broader financial goals. By considering tax implications as part of the planning process, we help clients make more informed decisions today while remaining mindful of the future.
Estate Planning
Your legacy is about more than the assets you leave behind. It reflects the values, relationships and impact you hope to carry forward. We work alongside your attorneys and trusted professionals to help coordinate estate planning strategies designed to preserve wealth, support future generations and align with your family's goals and priorities.
Insurance Solutions
Protecting what you've built is an important part of a comprehensive financial strategy. As life evolves, insurance needs often change as well. Our team helps evaluate existing coverage, identify potential gaps and coordinate risk management considerations within the context of your broader financial plan and long-term goals.
Sophisticated Strategies
As financial lives evolve, important decisions often become more interconnected. Business ownership, retirement, family transitions, legacy planning, charitable goals and investment opportunities rarely exist in isolation.
Through our collaborative ensemble approach, Gilbert & Cook brings together advisors, planners, investment professionals and specialized intellectual capital to help clients navigate increasingly complex financial situations. By combining decades of experience with thoughtful planning and disciplined investment guidance, we create sophisticated strategies designed around your evolving goals, priorities and vision for the future.
Family Office
Our Private Family Office services are designed for families seeking a more coordinated approach to managing wealth, legacy and complexity. We help bring alignment across investments, planning, estate considerations, family priorities and trusted professional relationships — providing peace of mind so your family can focus on what matters most.
Divorce Planning
Our Certified Divorce Financial Analysts® (CDFAs®) help individuals navigate one of life's most significant personal and financial transitions. Working alongside attorneys and other trusted professionals, we provide clarity around important decisions and help create a thoughtful path forward with confidence.
Charitable Giving
Charitable giving plays an important 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. We’ll work closely with you to design an approach that maximizes your generosity.
Private Market Access
Private markets can offer opportunities that extend beyond traditional public investments. Supported by our in-house investment team and rigorous research process, we help clients evaluate whether private market strategies align with their broader financial goals, risk considerations and long-term objectives.
Business Consultation
Your business may be one of your most valuable assets — and one of your greatest opportunities. Our collaborative team helps business owners align personal and business priorities through coordinated planning strategies that may include succession considerations, liquidity events, retirement planning and long-term wealth goals.
Retirement Planning
Retirement is more than a financial milestone — it is a significant life transition. We help clients define what an abundant retirement looks like and build a thoughtful strategy that coordinates investments, income planning, tax considerations, healthcare needs and long-term goals with confidence.
Advanced Estate & Succession Planning
For families with growing complexity, estate planning often extends beyond transferring assets. We work alongside your attorneys and trusted advisors to help coordinate strategies designed to preserve wealth, support future generations, facilitate business succession and create a lasting legacy aligned with your family's values and goals.
Second Opinion Service
A fresh set of eyes can reveal opportunities or issues others might overlook. Our complimentary Second Opinion Service offers an opportunity to review your current strategies, ask questions and gain additional insight into the decisions that matter most. Through a thoughtful conversation, our team can help identify opportunities, uncover potential blind spots and provide objective guidance designed to help you move forward with greater clarity and confidence.
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Financial Planning Solutions for Abundant Living
The destination is up to you. The way there, you entrust to us. We evaluate the variables of your unique wealth position with our Financial Security Method® — a four-step approach that brings clarity to your goals and maps the most direct financial pathway to achieving them.
A Team Built Around Your Success
When you work with Gilbert & Cook, you gain more than a financial advisor — you gain access to a collaborative team of experienced professionals dedicated to helping you navigate life's important financial decisions. Through sophisticated strategies, genuine relationships and a shared commitment to serving clients, our team works together to bring clarity and confidence to every stage of your financial journey.
While we are honored to be recognized by respected organizations including Forbes, Newsweek, Citywire RIA and InvestmentNews, we believe our greatest distinction is the trust our clients place in us each day.