What it’s like to work with Gentry Private Wealth
June 16, 2026

Choosing a wealth management firm is about more than credentials. Confidence matters. So does clarity. You know you’re in excellent hands when you find a team that instills trust and helps you navigate complex financial decisions affecting your business, your family, and your legacy. At Gentry Private Wealth, confidence and clarity are natural extensions of our fiduciary commitment to deliver an exceptional client experience.

How we stand out from other firms

Many high-income professionals have complex financial needs that aren’t being met. We provide more than investment advice to fill the gap in today’s wealth management delivery system.

Services Investment Management Tax Planning Estate Planning Wealth Protection Charitable Planning
Desired 92% 89% 91% 74% 87%
Received 72% 25% 22% 8% 6%

*CEG Insights survey conducted with 706 financial advisors in banking and financial services (August 2023)

As a registered investment advisor (RIA), we are legally bound to place your interests ahead of our own. Here’s what that means in practice.

  • Delivering advice aligned with your goals, not product quotas
  • Providing transparent guidance, not hidden incentives
  • Designing strategies for long-term outcomes, not short-term trends
  • Generating tax alpha through coordination with your tax professionals

These responsibilities shape every recommendation and every financial plan at Gentry Private Wealth, starting with your very first meeting.

How we approach wealth management

We are built to support high-net-worth individuals and families who require advanced financial planning. The Gentry client experience follows a structured, five-phase process designed to bring clarity and confidence to every financial decision.

Discovery

The first meeting is focused entirely on you: your business, your family, your financial complexity, and your long-term vision. We listen. We ask thoughtful questions. We seek to understand not just your assets, but your values. From there, we collect key financial documents and conduct a review of your current investment strategy, tax exposure, estate structure, risk management framework, and business planning considerations.

Investment planning

Once we understand where you are and where you want to go, we develop a detailed investment strategy in partnership with GoalVest Advisory. With over 20 years of experience, GoalVest specializes in innovative, institutional-caliber portfolios that are rarely available through boutique firms.

Mutual commitment

It’s our fiduciary responsibility to make sure our advice aligns with your goals and expectations. Before implementing any financial planning strategy, we confirm that both advisors and clients are fully committed to a wealth management relationship.

Advanced financial planning

Wealth planning extends far beyond portfolio management. With your investment framework in place, we move into a comprehensive evaluation of your financial needs.

  • Business valuation and succession planning
  • Estate planning and trusts
  • Philanthropic strategies
  • Custom insurance and asset protection

This is where your business equity and personal assets are integrated into a single strategic framework designed to preserve and protect your wealth across generations.

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“I grew up in a business family, and I run a business. I understand the concerns and complexities that business owners face, and the level of planning required to benefit them. Gentry is a firm we would want advising our own families. Our clients have the advantage of working with advisors who prioritize building accessible and attentive relationships!”

– Jeff Wetta

Founder and Managing Partner

Is Gentry Private Wealth right for you?

If you’re simply looking to delegate investment decisions and receive periodic reports, we may not be the right fit. But if you’re seeking a fiduciary financial advisor who combines a proactive approach, advanced planning, client-first communication, and access to institutional-quality investing, Gentry Private Wealth was built for you.

Experience what it’s like to have the right wealth management partner beside you at every stage of your financial Journey.

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You are now leaving the Gentry Private Wealth Website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website. Schwab is a registered broker-dealer, and is not affiliated with Gentry Private Wealth or any advisor(s) whose name(s) appears on this Website. Gentry Private Wealth is independently owned and operated. Schwab neither endorses nor recommends Gentry Private Wealth. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Gentry Private Wealth under which Schwab provides Gentry Private Wealth with services related to your account. Schwab does not review the Gentry Private Wealth Website, and makes no representation regarding the content of the Website. The information contained in the Gentry Private Wealth Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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