As seen in Fortune & Entrepreneur Magazines
/Fortune & Entrepreneur Magazines honor Linda Cook as an Extraordinary Woman in Business!
Originally Published in February/March 2023 Issue (Original Copy)
Gilbert & Cook prepares individuals and families for life’s transitions. Empowering others to “Live a Life of Abundance.”
With all the cutting-edge technologies at their disposal, the advisors of Gilbert & Cook say their most valuable tool is their hearts.
“We listen generously and meet people where they are,” says Linda Cook, CFP®, who founded the nationally ranked private wealth management firm in 1993. “What I think is so great about meeting someone for the first time is learning about their situation and what they value most. We begin each relationship by helping our clients define what it means for them to ‘live their life of abundance’ and set priorities for their financial future.”
Gilbert & Cook’s reputation for deftly handling complicated situations makes it the firm of choice for high net worth and ultra high net worth families. Thirty years after its founding, the firm now has six partners and employs an in-house investment and planning team, creating sophisticated strategies to manage over $1 billion in assets.
The rapidly growing group of over 34 members includes advisors and analysts as well as tax and planning specialists. With a quest to grow and improve, the firm invests over $100,000 annually in continuing education for its team members, making it among the region’s most highly trained in the industry.
With significant wealth comes complexity, and it is important to have a trusted partner to help you face the tough decisions in complex situations. Gilbert & Cook advisors have become sounding boards and trusted confidantes for those selling a business, adjusting to retirement, receiving an inheritance, coping after a divorce, and experiencing other major life events.
CHOICES, CLARITY, CONFIDENCE
“We are focused on providing clarity through collaboration. We bring together different members of our team with a variety of experience and knowledge to a particular situation. We also work with CPAs, attorneys, and other professionals outside the firm,” says Linda Cook.
As an ensemble, the team at Gilbert & Cook provides clients the support they need throughout their entire financial journey. Multigenerational families with significant wealth can take advantage of the private family services available through the Gilbert & Cook Family Office. The family office provides wealth management services for families and businesses as well as lifestyle management services.
“It’s not about a product or just one solution. It’s about meeting people where they are and developing a strategy together that creates fi nancial security. We work to ensure you’re on the right track with constant monitoring, to help you live the life of abundance that you deserve.” —LINDA COOK
Gilbert & Cook is nationally recognized for excellence. It is among the few RIAs whose growth in assets qualifies it as one of “50 Growers Across America” by Citywire RIA. It has also been named among Financial Times’ Top Financial Advisors and was the winner of a Best Practices Award from InvestmentNews magazine.
Gilbert & Cook, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Gilbert & Cook, Inc. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Gilbert & Cook, Inc. unless a client services agreement is in place. Gilbert & Cook, Inc. does not offer tax or legal advice. Consult with an attorney for legal advice and a qualified tax professional for tax advice.
Third Party Ratings: Gilbert & Cook was announced as one of the top two “Growers Across America” in October 2021 and October 2022. CityWire RIA identifi es and selects the fastest growing RIAs in each state by analyzing Form ADV data reported to the Securities and Exchange Commission at the time of publication. Data for this publication is gathered by Discovery Data. No compensation was paid in exchange for inclusion in the “50 Growers Across America.”
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (July 2020). Areas of consideration include a 3-year growth rate (2016-19) of assets under management, the company’s age, industry certifications of key employees, SEC compliance record and online accessibility. Neither the RIA firms nor their employees pay a fee to the Financial Times in exchange for inclusion in the FT 300.
To identify the “Best Practices Award” winners, InvestmentNews Research created composite scores which examined rate of growth, profi tability, and productivity levels from 2018 to 2019 for all the participants in the InvestmentNews Financial Performance Study. Final firms were selected and awarded in November 2019. Gilbert & Cook did not pay a fee to participate or to receive recognition on this list.
