Insights

The Advisor, April 2024
Do You Need a Family Financial Summit? A Family Financial Summit is a family meeting that allows for the sharing of financial values and goals. This can be very helpful in aligning expectations about inheritance, responsibilities, and they legacy your... Read More
The Advisor, March 2024
What’s New at GPW Not only does March bring warmer, windier weather, but it also brings exciting updates from your team at Gentry! Take a look below as we introduce our newest team member, announce office move updates, and discuss... Read More
The Advisor, February 2024
What’s New at GPW Ever wonder what the science is behind a leap year? This Smithsonian Institute article explains the physical impact of excluding a leap year and how we determine when a leap year is. At Gentry Private Wealth, we are leaping into... Read More
Economic Outlook 2024
The Advisor, January 2024
What’s New at GPW Happy New Year! We are excited to ring in the 2024 year and are looking forward to what’s ahead. We are starting the New Year off with 3 Financial New Year’s Resolutions as well as important... Read More
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
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