Gentry Private Wealth

We’re proud to be featured in the Wichita Business Journal's Wealth Edition Bizspotlight. Gentry was built for high-net-worth clients seeking more than investment advice. Since 2010, we’ve been working hard to deliver the guidance they deserve. Check out the full profile to see what sets us apart.

https://loom.ly/Ck3PDTY

We recently enabled My Plan in the eMoney Client Portal to give you a clearer view of your financial picture. You can now access key information anytime and make more informed decisions with the support of your Gentry advisor.

- Review your net worth, income, spending, and more.
- Visualize your progress through dynamic charts.
- Stay connected to your financial goals.

Planning a major purchase or life change? Contact your Gentry advisor to update your plan and see how those decisions could affect your long-term financial outlook.

Get started now. Visit our website, log in to the eMoney Client Portal, and click the My Plan tab.
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We're pleased to introduce Senior Wealth Advisor Landon Grams, CTFA. With focused experience in trust services, estate planning, and insurance planning, Landon helps clients fill the gaps in their financial strategies. A lifelong golfer, he enjoys spending time with family, friends, and clients on the links.

Read Landon’s story: https://loom.ly/4tTo618

Trump Accounts are a new tax-advantaged investment option designed to help children start building wealth early. But are they the right fit for your family? Our latest article breaks down how Trump Accounts work, who is eligible, and what to consider before adding one to your financial plan.

Discover more about this new savings tool for the next generation and how we can help you evaluate your options.

Read the article: https://loom.ly/arpRBDo

The Great Wealth Transfer is already underway. Over the next two decades, more than $100 trillion will pass down to heirs. The question is this: Are they ready?
In our latest blog, we talk about preparing family members to receive, protect, and grow their inheritance.

Read the article: https://loom.ly/n3Ii82g

If you’re thinking about transferring wealth to family or charity, then it’s time to start the conversation with an experienced advisor. Gentry can help you develop a plan.

Preparing your heirs for wealth transfer: A practical guide - Gentry Private Wealth Most wealth transfer plans fail — not because of taxes, market downturns, or poorly drafted documents. They fail because the people who inherit the money weren’t ready for it. That’s a hard truth worth sitting with. Research consistently shows that... Read More

In our latest blog post, we take you behind the scenes of the Gentry client experience. Discover what to expect and why we’re built to help successful business owners, executives, families, and foundations manage their wealth with clarity and confidence.

Read now: https://loom.ly/ix-ANrc

Join us in welcoming George Traglia, our new associate wealth advisor. He is an experienced financial professional whose background as a Division I athlete shaped his disciplined approach to wealth management. George is passionate about helping clients navigate business risk, investment opportunities, and long-term financial decisions with clarity and confidence.

We are excited to have him on board and look forward to introducing him to you. Discover more: https://loom.ly/4tTo618

Say hello to Addie Hahn. As a client service associate, she helps our team stay highly organized by assisting with account management and meeting schedules. We’re excited to support her growth in financial planning at Gentry!

Discover more about Addie: https://loom.ly/4tTo618

We’re excited to introduce our new financial planning associate, Raegan Hermreck. With experience as both a personal finance teacher and financial planner, she’s passionate about helping people make informed and empowered decisions.
Raegan will be supporting our process by gathering client data, updating financial plans, and assisting with employer retirement accounts. Her dedication to financial planning makes her a wonderful addition to the Gentry team!

Learn more about Raegan’s story: https://loom.ly/4tTo618

Happy Financial Literacy Month! In our latest newsletter, we address questions that are top of mind for many clients: How is the Iran War affecting our financial outlook? Why entrust investment management decisions to professionals, especially now? Plus, meet the newest members of the Gentry team.

https://loom.ly/twrW7sw

The Advisor: Q2 2026 | Gentry Private Wealth Discover our take on the Iran War’s impact, meet our new team members, and learn the benefits of entrusting investment management to a professional.