But there is one simple fact on your side: Gilbert & Cook’s tailor-made methodologies and processes deliver objective, tailored wealth strategies. We have an ability to analyze complex issues and explain the outcomes concisely and rationally. Where there is complexity, we can help instill confidence. When you have questions, we provide understanding.

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.

For more information regarding our specialty services, Contact Us to schedule your complimentary meeting.

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

Contact Us to schedule your complimentary meeting.