Advisors at this firm
Caitlin S
CFP®
Wichita, KS
Gentry Private Wealth
Caitlin Sharp is a CFP® professional at Gentry Private Wealth with one year of experience in financial advising. Prior to joining Gentry Private Wealth, she worked at Intrust Bank for five years and has a background that includes roles in education at Kansas State University and Kinsley High School. Gentry Private Wealth provides personalized financial planning and discretionary portfolio management to individuals, families, and various entities including trusts and foundations. The firm’s investment approach focuses on client-specific analysis with an emphasis on fundamental research and a long-term orientation, complemented by a sponsored wrap fee program and additional family office and tax-related services.
Jeffrey W
Series 66
Wichita, KS
Gentry Private Wealth
Jeffrey Wetta is a financial advisor at Gentry Private Wealth with 22 years of industry experience and holds the Series 66 designation. He previously worked at V Wealth Management, LLC dba Wetta & Jones, LLC and LPL Financial LLC. Outside of his advisory role, he serves on the Planned Giving Advisory Council for the Catholic Diocese of Wichita and is a board member for the Diocese's nonprofit school education fund, as well as a campaign team member for Catholic Charities. Gentry Private Wealth provides personalized financial planning and discretionary portfolio management to individuals, families, and various entities, including high-net-worth clients. The firm emphasizes client-specific analysis with a primarily fundamental, long-term investment approach, offers family office services, and sponsors its own wrap fee program.
Jerald B
Series 65
Wichita, KS
Gentry Private Wealth
Jerald Betts is a financial advisor at Gentry Private Wealth with three years of industry experience. He holds a Series 65 designation and has worked at firms including HV Management, LLC and Leslie Rudd Investment Co. Outside of advisory services, he is sole owner of Jerald Betts Advisory Services, LLC, which provides business valuation, business exit planning, outsourced CFO services, and income tax planning. He also serves as a director at High Plains Farm Credit, an agriculture lending institution. Gentry Private Wealth offers personalized financial planning and discretionary portfolio management to individuals, families, and various entities, including high-net-worth clients. The firm emphasizes client-specific analysis and fundamental research, operating a sponsored wrap fee program and providing family office services and affiliated tax/accounting support.