Lowenstein Sandler represented leading independent wealth management and advisory firm Cerity Partners in its merger with Gilbert & Cook, a West Des Moines, Iowa-based wealth management firm, introducing Certiy Partners into the Iowa market. The partnership, effective at the end of September, brings together two client-focused firms committed to personalized advice, deep relationships, and high-quality service.
Through the merger, Gilbert & Cook will operate under Cerity Partners’ name and broaden its access to wealth management services, including financial planning, investment management, business owner advisory, multigenerational estate planning, private family office services, divorce financial planning, and private markets investing. The firm will contribute approximately $2 billion in assets under management to Cerity Partners.
The Lowenstein team included Marie T. DeFalco, Sam E. Khan, Chris M. Cozzens, Liam Rogan, Adam Gakin, Sophia Mokotoff, Megan Monson, Zachary Bocian, Lidore A. DeRose, George Danenhauer, Bryan Sterba, Mark S. Heinzelmann, Manali Joglekar, Angela Raleigh, and Talia Rubin.
