Insights

The Advisor, January 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?
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
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
The Advisor, November 2022
What’s New at GPW To many of us, November is a month to be thankful. We encourage you to take a moment to reflect and ask yourself: What are you thankful for this year? Gentry is grateful to you for... Read More
November 1, 2022
Navigating Markets – Our Portfolio Positioning
In light of last week’s CPI print and the ongoing third quarter earnings season we want to share a market update with historical perspective. We also want to highlight our portfolio positioning and outline the key factors that could drive... Read More
October 18, 2022
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