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.
Founder and Managing Partner
Our mission
To serve as stewards of our clients’ wealth, providing solutions aligned with their business and lifestyle goals, and helping them navigate their financial journey with clarity and confidence.
We are experienced wealth strategists
Since 2010, Jeff Wetta has cultivated a team of fiduciary advisors and support staff with decades of combined experience serving 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.
