Gentry Private Wealth

03/11/2025

Understanding your business's worth is essential for making informed decisions, securing investments, and driving growth. A clear financial picture empowers you to plan effectively and seize opportunities. Don’t leave your future to chance—partner with Gentry Private Wealth to get an accurate valuation today.

03/08/2025

🌸 Happy International Women’s Day! 🌸
Today, we celebrate the amazing women on our team who continuously inspire us with their strength, creativity, and passion. You’re not just breaking barriers, but also accelerating action and paving the way for a brighter, more inclusive future.

Thank you for everything you do to make our team stronger, smarter, and more resilient. Let’s keep accelerating action together, for change, for progress, and for empowering women everywhere. 💪💫

03/05/2025

This month, we’re bringing you a little luck of the Irish with a delicious St. Patrick’s Day recipe to try at home! Plus, get the latest market outlook to keep you informed on what’s happening in the industry.

Wishing you a month of good fortune and great insights! 🍀✨

https://conta.cc/41tQsCg

Email from Gentry Wealth Monthly intelligence for your financial wellness.    The Advisor Monthly intelligence for your financial wellness. March 2025     Sip on Some Luck: Homemade Shamrock Shake T

03/03/2025

🎉 Celebrating 4 Incredible Years with Marissa! 🎉

We’re beyond grateful to have Marissa as part of the Gentry Private Wealth team. For the past four years, she’s brought dedication, experience, and a positive spirit that has made a huge impact. Her commitment to excellence and her drive to help others succeed is truly inspiring.

Here’s to four years of growth, success, and making a difference together. We’re so lucky to have you, Marissa – here’s to many more years of success ahead! 🙌🌟

02/28/2025

Tax season is right around the corner.

A little preparation now—organizing documents, consulting your accountant, planning for refunds or bills—can mean fewer surprises later and a smoother, more controlled filing experience. Don't forget to engage your financial advisor in the discussion as well.

02/27/2025

True financial planning connects every aspect of your financial life into a strategy that works for you.

It’s not just about building wealth—it’s about aligning your money with your goals, your values, and your dreams. It’s about asking questions like:

Are you on track for retirement?
Do you have a tax strategy that helps preserve your wealth?
Is your insurance coverage protecting what matters most?
Are you prepared for your kids’ education, or even a major life change?

Financial planning isn’t just numbers on a page—it’s a comprehensive approach that considers everything from investments and cash flow to legacy and philanthropy. It’s the confidence that comes from helping ensure your financial house is in order, no matter what stage of life you’re in.

When you look at it this way, financial planning is so much more than advice—it’s a roadmap for your life.

02/26/2025

Just like no two people share the exact same life story, no two financial journeys are identical. Personal finance is about more than numbers—it’s about aligning your money with what truly matters to you, whether that’s building a legacy, supporting your family, or pursuing your passions.

Take a moment to reflect: Does your financial approach reflect your values and goals?

02/26/2025

What a fantastic time we had at Mark Arts! Gentry Private Wealth hosted a small group of amazing ladies for a fun and delicious cooking class. 👩‍🍳 We had the pleasure of preparing a fabulous meal with the guidance of the talented Chef Stan Smith. A big thank you to everyone who joined us for this unforgettable experience! ❤️

02/25/2025

Paying off student loans while saving for retirement may feel like a balancing act, but it doesn’t have to be all or nothing.

Start small—contribute just a little to your retirement account, even as you work on reducing debt. The power of compound interest means those early contributions can grow significantly over time. Every step you take today, no matter how small, helps you build toward your future goals.

02/24/2025

✨We are thrilled to announce the launch of our new client portal and reporting system, Advyzon.

Among other features, Advyzon provides:
🔹A more intuitive and user-friendly client portal
🔹Advanced reporting features for deeper insights
🔹Integrated database management tools to better manage and nurture our client relationships

This transition will help us deliver even more personalized, efficient, and data-driven solutions for our clients.

We look forward to continuing to serve you!

02/24/2025

Dividends can be more than a source of income—they’re a strategic part of wealth management. Whether you’re reinvesting dividends for growth, using them as a passive income stream, or incorporating them into your legacy plan, the key is knowing how to maximize their potential.

02/21/2025

Many of you are in the fortunate position of having earned, saved, and invested your way into a comfortable retirement.

When considering how your wealth may transfer to your children, it's a great time to think about a legacy that stands for something greater than assets alone.

Reflect on these key questions:
- How do you define success for your children, and are they already living out their own vision of it?
- When should they have access to family wealth?
- Beyond preserving financial capital, what principles and values truly matter to you?
-Have you had discussions about these matters with your children?

The answers to these considerations will guide a more meaningful, enduring wealth transfer.

02/20/2025

If you’re a business owner, it’s easy to blur the lines between personal and business finances.

After all, your business is a huge part of your life. But when it comes to retirement planning, separating the two is crucial.

Most importantly, work to build savings that aren’t tied to market or industry risks and don’t rely solely on your business as your nest egg.

02/18/2025

In your 50s, every financial decision feels more pivotal than ever.

Balancing immediate goals—like supporting family or funding travel—with retirement plans requires careful thought. Are these questions on your mind?

02/17/2025

On Presidents’ Day, we celebrate leadership and the vision that shapes our nation. Great leaders remind us of the importance of planning, progress, and resilience—qualities we can also apply to our own lives and financial journeys. What leadership qualities inspire you most?

02/14/2025

Happy Valentine’s Day—consider this a reminder to “love” your finances, too.

02/13/2025

We often mistake wealth for how much money we have.

Yet, as Thoreau reminds us, “Wealth is the ability to fully experience life.” In other words, wealth is about depth, not digits.