Our mission:
Our mission is to let our clients fully realize the benefits of their wealth. We do that by creating, implementing and refining customized solutions that encompass and unify our clients’ financial and lifestyle goals and objectives.
Message from our founding partner:
“I am an Owner and Wealth Advisor at Gentry Private Wealth. We have meticulously crafted a boutique firm and team to cater to the unique needs of families, businesses, executives, foundations, and endowments. Our integrated wealth management approach is tailored to provide clarity and guidance for your investment, tax, estate, charitable, business, and risk management needs. Acting as responsible stewards of our clients’ wealth.”
– Jeff Wetta
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.
