Insights

The Advisor, March 2023
The Advisor, March 2023
What’s New at GPW Spring is just around the corner, and we know that probably means things are getting busy. Whether it’s youth sports, tax season, or spring break plans, it seems like warmer weather brings more “To-Do’s.” Be sure... Read More
March 7, 2023
The Advisor, February 2023
What’s New at GPW We’ve heard from Punxsutawney Phil, so we know we’re in for six more weeks of winter. If only predicting the next six weeks in the market were as easy as waking up a groundhog… Although, taking... Read More
February 7, 2023
The Advisor, January 2023
What’s New at GPW Happy New Year! We hope you enjoyed the holiday season, surrounded by friends and family. As you look towards your goals for this year, we encourage you to take a different approach to the traditional “New... Read More
January 11, 2023
Do I Need an Estate Plan?
Do I Need an Estate Plan?
Should I update my beneficiaries, executor, or Power of Attorney? Do I really need an estate plan? Why should I create an estate plan? Odds are, you have asked yourself at least one of these questions as you ponder yours... Read More
January 10, 2023
The Advisor, December 2022
Looking Back at 2022 After rebranding in 2021 to Gentry Private Wealth, we were excited to see what opportunities and challenges 2022 held for us. Throughout the year, we’ve seen growth in several areas of our firm, allowing us to... Read More
December 6, 2022
Tips for Giving Great Gifts & Gifting Within Your Plan
The holidays are not only filled with delicious food and parties, but also giving and celebration. Everyone desires to find the perfect gift for friends and family, which can be difficult to do while still achieving your financial goals. Let’s... Read More
December 2, 2022
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