Insights

The Advisor, July 2025

A Quiet Kind of Freedom The Fourth of July is a celebration of freedom and a rare chance to slow down. No work emails. No packed schedules. Just a good excuse to disconnect for a bit. That alone feels like... Read More

July 1, 2025

Retirement is About Experiences

Retirement Is About Experiences, Not Purchases Retirement gives us something incredibly rare: time. Time to reconnect with what matters, explore new passions, and create moments that stay with us. But when it comes to how we use that time –... Read More

June 30, 2025

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, 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

Elite Wealth Planning— What It Is and Why It Matters

We regularly point out the value and importance of elite wealth planning in the lives of today’s highly successful individuals and families—as well as those who are on the path toward great financial success. So let’s take a minute and... Read More

March 29, 2022

RETIREMENT CALCULATOR: Are you on track to reach your goals?

Thinking about retirement can be overwhelming, especially when considering what life may be like living on a fixed income. One of the best ways to improve your financial health in retirement is to start planning early. Here are some things... Read More

May 6, 2021

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.

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