Cerity Partners to merge with Iowa wealth manager Gilbert & Cook

Bitget2026/09/18 13:20

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Cerity Partners will merge with Iowa wealth manager Gilbert & Cook, effective at the end of September.
Gilbert & Cook will rebrand under Cerity Partners, marking Cerity’s entry into the Iowa market via West Des Moines.
Gilbert & Cook brings about $2 billion in assets under management to the combined firm.
The combination expands Cerity’s offering in areas such as financial planning, investment management, estate planning, tax, and family office services.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Cerity Partners LLC published the original content used to generate this news brief on September 18, 2026, and is solely responsible for the information contained therein.

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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Cerity Partners to merge with Iowa wealth manager Gilbert & Cook

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