Meet your private wealth concierge
Gentry Private Wealth is a boutique wealth management firm that works as a team to meet the unique needs of families, businesses, executives, foundations, and endowments. Our integrated wealth management approach provides clear guidance that is tailored to your investment, retirement, tax, estate planning, charitable giving, business management, and risk management needs. We pride ourselves on being responsible stewards of our clients’ wealth.
Managing Partner and Wealth Advisor
Partner and Wealth Advisor
Our mission
To help our clients fully realize the benefits of their wealth. We do this by creating, implementing, and refining customized solutions that encompass and unify their financial and lifestyle goals.
We are experienced wealth strategists
With more than 40 years of combined experience, managing partners Jeff Wetta and Dustin Jackson provide asset management services to an exclusive client base.
Enjoy a comforting wealth management relationship
Not many wealth management companies are positioned to offer the loyal and attentive support that we do. We would love the opportunity to make you feel at ease about your future financial well-being. As a financial concierge, we act as a liaison between you and other professionals you depend on, such as your lawyer, CPA or banker. Together we make sure all the pieces of your financial puzzle fit.
