Cerity Partners Merges with Gilbert & Cook to Expand Wealth Management Services
Cerity Partners has announced the merger of its operations with Iowa-based wealth management firm Gilbert & Cook, effective at the end of September. The move is intended to expand Cerity's presence in the Des Moines market and enhance service offerings for clients through a broader range of financial planning and investment solutions. Gilbert & Cook brings approximately $2 billion in assets under management into the partnership. Both firms share core values centered on personalized client relationships, long-term commitment, and community engagement. The merger is expected to provide enhanced resources such as private family office services, estate planning, business advisory, and more for clients of both organizations. Cerity Partners' leadership emphasized that this strategic move aligns with their mission to deliver integrated wealth advice while expanding into new markets. Advisors Houlihan Lokey represented Gilbert & Cook in the transaction, while legal counsel was provided by Sissel Law and Lowenstein Sandler.
Topics: financial services mergers and acquisitions wealth management