We deeply believe that it is a privilege to be in service to others. Relationships begin with first impressions and our team is committed to providing the best service possible for our clients. Our positive attitude is contagious; creating a warm, welcoming environment, which radiates compassion and integrity as soon as you walk in our door. 

As an ensemble, the team at Gilbert & Cook provides each client the support to best suit their needs throughout their entire financial journey. When you begin your relationship with Gilbert & Cook, you are paired with a Lead Advisor and a Relationship Manager to personally monitor your situation and assist in your day-to-day needs. Additional team members with knowledge in financial planning and investment strategy are pulled in to focus on specific needs as your life transitions and your financial situation evolves. 


ADVISORS


INVESTMENTS & PLANNING


CLIENT SERVICE TEAM


BUSINESS & OPERATIONS