GENTRY PRIVATE WEALTH

Gentry Private Wealth is a partner to business owners, affluent individuals, foundations and endowments. We are also attentive listeners. By understanding the goals of our clients, we help them achieve financial clarity, confidence and control... GoalVest Advisory is proud to partner with Gentry Private Wealth to provide investment management services. We offer tailored investment portfolios for High-Net-Worth individuals and their families. We seek to optimize returns, minimize volatility, mitigate taxes, and diversify portfolios by using primarily a mix of individual stocks, ETFs, structured notes and private vehicles uniquely suited to the preferences of each investor. We build portfolios by focusing on client goals first... As fiduciary advisors, we act in our clients' best interests and strive to deliver a high level of service. The name Gentry reflects our commitment to loyally serving affluent members of the community. What makes us different - even among established and well-..

Also known as: Gentry and GoalVest Advisory LLC, Gentry Private Wealth, LLC

Primary location: Wichita United States