Gentry Private Wealth

Gentry Private Wealth, LLC is a registered investment advisory firm based in Wichita, Kansas, established in 2022. The firm specializes in providing personalized financial planning and discretionary investment advisory services to individuals, high net worth individuals, entities, family offices, trusts, estates, private foundations, and qualified retirement plans. GPW offers investment management services on a discretionary basis through the GPW Wrap Fee Program, tailored to each client's investment objectives and financial needs. The firm may recommend fee-based annuities and may engage unaffiliated money managers for discretionary management of client portfolios. GPW also provides family office services for accredited investors, including comprehensive financial planning, life management planning, and assistance in managing professional relationships. Clients are not required to meet a minimum portfolio size or initial investment amount. GPW charges fees based on a percentage of assets under management, with fee schedules varying based on the level of managed assets. The firm does not charge performance-based fees or participate in side-by-side management. GPW acts as a fiduciary for retirement plan clients, providing investment advice in their best interests. Clients have investment discretion but may impose reasonable restrictions. GPW does not vote proxies on behalf of clients and does not accept compensation for client referrals. The firm does not have custody of client assets and recommends the use of qualified custodians for client accounts. Clients receive periodic account reviews and reports, and GPW does not disclose any financial information as it does not engage in prepayment of fees or have financial conditions that may impair its commitments.