Gentry Private Wealth

Gentry Private Wealth provides advisory services to individuals (including high net worth clients), families, family offices, trusts, estates, private foundations and qualified retirement plans, offering personalized financial planning, discretionary investment management, and family office support for accredited investors. The firm also provides consulting and advisory services to retirement plan sponsors and prepares formal written comprehensive financial plans when requested.

The firm’s investment process is client‑driven and generally long‑term in orientation, using fundamental analysis to build customized portfolios that may include mutual funds, ETFs, equities, corporate bonds, REITs and alternative or private investments. GPW manages many accounts on a discretionary basis, may allocate assets to unaffiliated external managers, and occasionally recommends fee‑based annuity contracts or other products when they align with a client’s objectives.

What distinguishes the firm from many peers is that it sponsors and operates a wrap fee program for its non‑retirement investment management clients, a structure less commonly maintained by similarly sized advisers. GPW also provides periodic written commentary and enhanced reporting for family office clients and has an affiliated tax and valuation practice offering business valuation and tax return services that clients can use in conjunction with advisory services.