Helping clients make wise, strategic, and intentional decisions with their finances
Our Services
-
Tactical and opportunistic advice addresses your unique retirement, tax, and estate questions, allowing you to more effectively and efficiently achieve your priorities. As your personal CFO, we also coordinate with other professionals (tax preparers, attorneys, etc.) to ensure your plan is cohesively implemented.
-
We build and proactively manage a diversified portfolio designed to meet your needs and goals. With an emphasis on net returns (after fees and taxes), we utilize tools and techniques, such as tax-loss harvesting and appreciated asset gifting, to create more tax-efficient solutions.
About Us
Gentry Financial was created to offer clients the attention, responsiveness, and personalization of a small, nimble firm with the resources and expertise of a large, established enterprise.
Contact Us
Have questions or want to learn more? Fill out the form below, and we will follow up with you.