New year, renewed optimism
Happy New Year! As we begin 2026, the Gentry team is optimistic about the road ahead. Markets remain resilient, supported by positive tailwinds and fewer unknowns than before. While many economists forecast continued growth, they also anticipate some volatility as midterm elections and global headlines unfold.
With some uncertainty behind us, this is a meaningful moment to step back, assess priorities, and plan with intention. We look forward to helping our clients discover new opportunities and strategize for success.
Cheers to a new year of building, securing, and enjoying wealth.
Tax season is here
What to expect
Your tax documents, which may consist of multiple items, will arrive in stages over the next several weeks.
- Late January
- Mid-February
- Late February
Where to look
You can access your tax documents online in the Documents section of your Gentry client portal, or directly from Schwab or LPL.
- Log in to Gentry’s client portal. Navigate to Documents > Custodian Documents > Tax Forms (Schwab).
- Log in to Schwab.com and visit the Statements & Tax Forms section.
- Log in to LPL.com and visit the Documents & Statements section.
Gentry in the community
We’re honored to provide ongoing volunteer support to Heartspring, an organization dedicated to assessing, diagnosing, treating, educating, and inspiring children with neurodevelopmental needs. To learn more about this impactful work, visit heartspring.org.
Featured Article
Business planning: A smart move at every stage
So you’re thinking about investing in a new venture or scaling up current operations. Have you codified a business plan for what happens next? At Gentry Private Wealth, we help position entrepreneurs for long-term success and security, no matter where they are in their business-ownership journey.
New and growing businesses
Defining goals and anticipating capital needs are not enough. True planning takes a much deeper understanding of risk, cash flow, compensation structures, and the financial impacts of your choices.
At Gentry, we perform stress testing to evaluate how real-world events like market volatility, life changes, and even legal challenges could impact your business objectives. By identifying vulnerabilities early on, we can help you brace your business for a variety of outcomes.
Mature businesses
Once your company is established, the planning isn’t over. Now is the time to improve efficiency and protect your wealth. Established business owners benefit most when their
financial plans align with both operational and personal goals, such as the following:
- Adjusting executive compensation
- Refining employee benefits and retirement plans
- Protecting key assets, talent, and stakeholders
- Conducting informal business valuations
Exit and succession
Planning is more critical than ever when you’re ready to leave or sell your business. If done right, early preparation streamlines the transition.
We offer experienced exit planning support, including management of the selling process, tax minimization, family succession counseling, and the transfer of wealth.
Let’s create your business plan
Experience clarity and confidence throughout your business journey. Whether you’re building on your legacy or leaving it to the next generation, we’re here to empower your decisions with trusted financial advice.
