A complete list of active advisors currently associated with Gentry Private Wealth

Warmer can help you find a great advisor at Gentry Private Wealth or one who fits your needs even better.

Gentry Private Wealth provides personalized financial planning and discretionary investment management to individuals (including high net worth clients), families, family offices, trusts, estates, private foundations, and qualified retirement plans. Its services include portfolio management, comprehensive financial planning, retirement plan advisory, and family office support for accredited investors, and it makes some investment advice available through a firm-sponsored wrap fee program. The firm typically builds customized, long-term portfolios using fundamental analysis and allocates across mutual funds, ETFs, equities, corporate bonds, REITs and alternative/private funds; it may also recommend fee-based annuities where appropriate. GPW manages many accounts on a discretionary basis, will select external managers when warranted, and conducts ongoing monitoring with at least annual reviews and periodic reporting tied to each client’s financial plan. Noteworthy aspects that distinguish GPW from many peers are its operation of an internal wrap fee program and its provision of enhanced client communications and periodicals — family office clients receive quarterly progress reports and a quarterly market commentary. The firm maintains an affiliated tax and valuation services entity that prepares business valuations and tax returns and has advisory personnel licensed as insurance professionals, arrangements the firm discloses and integrates into its service offerings.

To learn more about the advisors currently working at Gentry Private Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.