Insights

The Advisor, December 2023
The Advisor, December 2023
What’s New at GPW The end of the year is traditionally a time of thanksgiving, reflection, and celebration. For us, 2023 has been full of exciting growth as we continue to focus on serving our clients. Throughout the year we... Read More
December 6, 2023
The Advisor, November 2023
What’s New at GPW As we enter this holiday season, we are reminded of the importance of family and friends and the community they provide. We’ve welcomed two new team members to our Gentry community over the last few months.... Read More
November 10, 2023
Managing Investment Risk with Alternative Strategies
Managing Investment Risk with Alternative Strategies On our journey to accumulate wealth, managing risk is just as crucial as maximizing returns. One proactive approach to mitigate investment risk is utilizing alternative investments, such as private equity, structured notes, and real... Read More
November 6, 2023
The Advisor, October 2023
The Advisor, October 2023
What’s New at GPW Andrew Carnegie is quoted as saying “I resolved to stop accumulating and begin the infinitely more serious and difficult task of wise distribution.” This month’s newsletter features important information about Required Minimum Distributions (RMDs) and charitable... Read More
October 6, 2023
The Advisor, September 2023
What’s New at GPW It’s now September and Life Insurance Awareness Month is underway. So, what better time to discuss risk management and the specific tools that can be used to provide you with financial stability than now? This month... Read More
September 11, 2023
The Advisor, August 2023
What’s New at GPW As we traverse the second half of the year, we find ourselves amidst an ever-evolving economic landscape, where adaptability and informed decision-making play crucial roles in securing and growing your wealth. In this edition of The... Read More
August 1, 2023
1 2 3 4 5 6 … 12

Peace of mind starts here

No matter who you are, achieving significant wealth naturally comes with elevated risks and financial complexities. Let’s identify and overcome them.

Talk to us first