Gilbert & Cook - Private Wealth Management

09/30/2026

🎉 An exciting new chapter begins for Gilbert & Cook! 🎉

Today, we are proud to officially become part of Cerity Partners. For more than 30 years, Gilbert & Cook has been built around something simple but incredibly important: Relationships. Relationships with our clients and their families, with one another, and with the Greater Des Moines community we are proud to call home.

By joining Cerity Partners, we are adding even greater depth, resources and specialized expertise to the personalized advice and experience our clients have come to know and trust.
Recently, Linda Cook sat down with Cerity Partners Founder and CEO Kurt Miscinski for a conversation about why our firms came together, what this next chapter means for our clients and team, and what they envision for the future.

Read the story + watch the Fireside Chat: https://www.gilbertcook.com/new-chapter

Thank you to our clients, team, friends and community for being part of the Gilbert & Cook story. We’re incredibly excited about what comes next!

09/29/2026

Join us for a Medicare Enrollment Lunch & Learn!

Hear more about important updates and changes for 2027. RSVP to [email protected] or call 515-270-6444.

09/18/2026

EXCITING NEXT CHAPTER FOR GILBERT & COOK!

We're excited to share that Gilbert & Cook Private Wealth Management is expected to join Cerity Partners on September 30.
Since 1993, we have been committed to bringing clarity and confidence to our clients' most important financial decisions through holistic planning, investment management, and specialized services for families, business owners, and those navigating divorce or building a lasting legacy. That commitment remains unchanged.

"Joining Cerity Partners allows us to continue delivering the personalized, high-touch guidance our clients count on, now backed by even greater resources, expertise, and capabilities to support them at every stage of their journey," said Linda Cook, Founder and Managing Partner of Gilbert & Cook.

Our clients will continue working with the Gilbert & Cook team they know and trust, now supported by Cerity Partners' broader national team and expanded capabilities across financial planning, investment, tax, estate, business, and retirement solutions.

Thank you to our clients, colleagues, and community for your continued trust. We're proud of what we've built together in Des Moines and excited for what's ahead as part of Cerity Partners.

Learn more: https://ceritypartners.com/news/cerity-partners-merges-with-gilbert-and-cook/

08/26/2026

Join us for our Annual Football Tailgate Party! We hope to see you Friday, September 11th at our Open House (and parking lot!) from 4 - 7 PM. Guests are welcome!

RSVP Online: https://www.gilbertcook.com/insights/calendar-of-events

06/30/2026

Something New is Coming...

Over the past several months, our team has been working behind the scenes on something we're excited to share!

On Tuesday, July 7, Gilbert & Cook will launch a newly redesigned website—created to better reflect who we are, what we believe, and how we serve individuals and families.

While you'll notice a fresh new look, one thing hasn't changed: our commitment to helping clients navigate life's important financial decisions with clarity, confidence, and genuine relationships.

We've designed the new site to make it easier to:
• Learn about our intellectual capital and collaborative team approach
• Explore our planning and investment philosophy
• Discover the many ways we help clients through life's opportunities and transitions
• Better understand what it means to Live a Life of Abundance®

We can't wait to share it with you next week.

Stay tuned for the official launch on July 7!

05/06/2026

Premiere day is almost here! Get ready for an exclusive behind-the-scenes look at Gilbert & Cook’s holistic approach to wealth management. See how we empower our clients to Live a Life of Abundance®, offering sophisticated investment strategies, building genuine relationships and creating a truly unique experience.

Don’t miss our upcoming feature on “All Access with Andy Garcia.” Airing soon!

https://www.gilbertcook.com/timely-topics-1/2026/5/6/gilbert-amp-cook-featured-on-public-television

04/28/2026

Celebrating a special milestone today—20 years of Megan Rosenstiel at Gilbert & Cook.

Megan’s passion for helping clients navigate complex financial decisions—especially during times of transition—has made a lasting impact on so many families we serve. Beyond that, she’s a trusted leader, a mentor to our team, and a driving force behind the thoughtful, high-touch experience we strive to deliver every day.

Megan, thank you for your dedication, your leadership, and the care you bring to everything@ you do. We’re incredibly grateful to have you.

Here’s to 20 years—and counting!

04/09/2026

So much fun hosting Rush Hour with the West Des Moines Chamber of Commerce! We have so many wonderful businesses and professionals in this community. Thank you to everyone who came out!

03/26/2026

What if your investments reflected what matters most to you?

Our Chief Investment Strategist, Chris Cook, recently joined the DSM Wealth Podcast to discuss how values-based investing is evolving—and why more investors are seeking alignment between their portfolios and their personal beliefs.

Today’s investors aren’t just asking, “How am I performing?”
They’re asking, “Does my portfolio reflect who I am?”

🎧 Listen to the full conversation: https://www.gilbertcook.com/timely-topics-1/2026/3/26/q3967aynpj6w27ub5maskpjf0gy3yo

At Gilbert & Cook, we believe true wealth is about more than performance—it's about living a life of abundance.

What if your investments could do more than grow your wealth—what if they could reflect what matters most to you? In a recent feature on the DSM Wealth Podcast, Chris Cook, CPA, CFA , Partner and Chief Investment Strategist at Gilbert & Cook, explores how values-based investing is evolving

03/10/2026

Welcome Ryan Boatman! Ryan joined Gilbert & Cook as a Senior Tax Strategist, where he provides sophisticated tax and estate planning strategies designed to align seamlessly with each client’s broader financial plan. By collaborating closely with clients’ tax preparers and attorneys, Ryan helps ensure that financial decisions are proactive, coordinated, and purpose-driven.

Read more about Ryan online: https://www.gilbertcook.com/ryan-boatman