Insights

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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