How does the advisor help clients – Key Takeaways:
GENTRY PRIVATE WEALTH is committed to providing expert financial advice and personalized solutions to individuals looking to secure their financial future. With a team of experienced and knowledgeable advisors, GENTRY PRIVATE WEALTH offers a wide range of services to help clients achieve their financial goals.
Facts and Insights
Established in 2005, GENTRY PRIVATE WEALTH has been in business for over 15 years, providing financial services to a diverse clientele. Currently, the firm manages over $2 billion in assets and has a team of 25 advisors who work closely with clients to create customized financial plans.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 25 | 15 years |
Financial Services Offered
GENTRY PRIVATE WEALTH offers a comprehensive range of financial services to cater to the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education funding
Client Types
The team at GENTRY PRIVATE WEALTH works with a wide range of clients, including high-net-worth individuals, families, and business owners. They understand that each client has unique financial needs and goals, and they tailor their services to meet these specific needs.
Fees & Compensation
GENTRY PRIVATE WEALTH charges based on a fee-only structure, which means their compensation comes directly from their clients without any additional fees or commissions. This allows them to provide unbiased and objective advice, ensuring their clients’ best interests are always the top priority.
Background
The advisors at GENTRY PRIVATE WEALTH have diverse backgrounds with extensive experience in the financial industry. They hold various certifications, such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), and are committed to staying updated on the latest market trends and financial strategies.
Financial Advisor Disclosures to Know
As a reputable and transparent firm, GENTRY PRIVATE WEALTH believes in disclosing any potential conflicts of interest or disciplinary actions. They encourage clients to review their Form ADV, which outlines their services, fees, and any disclosures.