Cerity Partners Merges with Gilbert & Cook Expanding into Iowa Market

Cerity Partners, a leading independent wealth management and investment advisory firm with offices nationwide, has announced its merger with Gilbert & Cook, a respected wealth management firm based in West Des Moines, Iowa. The merger, effective at the end of September, will see Gilbert & Cook operate under the Cerity Partners name, enhancing access to an extensive suite of wealth management services.

Founded in 1993, Gilbert & Cook has earned national recognition for its integrated, client-centered approach to financial planning, investment management, and sophisticated wealth strategies. The firm will contribute approximately $2 billion in assets under management to Cerity Partners. 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.

Claire O'Keefe, Partner & Head of Partner Development at Cerity Partners, expressed excitement about the merger. "Gilbert & Cook has built an outstanding reputation based on trust, expertise, and an unwavering dedication to their clients. By bringing our firms together, we are strengthening our ability to deliver deeply personalized, integrated wealth advice while expanding our reach into the Des Moines community."

Linda Cook, Founder & Managing Partner of Gilbert & Cook, echoed O'Keefe's sentiments. "At the heart of the decision to join Cerity Partners was a strong alignment in values and philosophy. This partnership allows us to preserve the values and personalized service our clients have always counted on while opening the door to expanded resources, specialized resources, and new opportunities."

Together, Cerity Partners and Gilbert & Cook will continue to deliver the high-touch, relationship-driven experience clients expect while providing access to an even broader range of capabilities designed to help individuals, families, and business owners achieve their financial goals with confidence. The expanded resources include financial planning, investment management, tax, estate planning, business owner advisory, and private family office services.

The merger is the result of a strategic partnership that aims to leverage the strengths of both firms. Houlihan Lokey is representing Gilbert & Cook in this combination, and Sissel Law is providing legal counsel. Lowenstein Sandler is providing legal counsel to Cerity Partners in this combination.

Founded in 2009, Cerity Partners is a nationally recognized wealth management firm serving high- and ultra-high-net-worth individuals and families, business owners, and institutions with an extensive range of financial planning, investment, tax, and retirement solutions.