Headquartered in Houston, Texas – Gentry, Masters & Associates has distinguished itself by providing customized advice and guidance to a select group of business owners, corporate executives, and affluent families.We are a close-knit team that have been entrusted with over $1.2 billion in assets, as of February 2024. We are relentless in our focus and risk-adjusted performance relative to a client’s long-term goals. We bring compassion, warmth, and coordination to clients’ wealth management that we feel is distinctive.
Gentry, Masters & Associates is a leading wealth management team that caters to the needs of ultra-high-net worth clients. Located in Houston, Texas – we work with corporate executives, entrepreneurs, business owners, affluent families, and family offices. With over three decades of experience, we understand the unique challenges faced by affluent families—balancing successful careers, busy family lives, and the pursuit of personal passions leaves little time for effective wealth management. Our mission is to simplify your financial landscape, allowing you to focus on what truly matters. By collaborating closely with your existing advisors – be it accountants, attorneys, or insurance agents – we provide a cohesive strategy that aligns with your goals. Our dedicated team draws on deep expertise and a client-centric approach to deliver tailored wealth management solutions. Each member of our team brings a wealth of experience and a shared commitment to excellence, ensuring that we offer the highest level of service and guidance. We pride ourselves on building meaningful relationships with our clients, fostering open communication, and gaining a thorough understanding of your priorities. Our goal is to create personalized strategies that not only address your current financial needs but also adapt to life's changes, supporting you across generations. Whether you're planning for retirement, funding your children's education, or considering philanthropic endeavors, we believe that effective wealth management starts with understanding your unique story. Our holistic approach incorporates investment insights and banking solutions designed to empower you today while safeguarding your legacy for the future. At Gentry, Masters & Assocaites, we're not just your advisors – we're your partners in navigating the complexities of wealth, dedicated to helping you thrive. Let us help you simplify your financial journey so you can focus on what you love most.
CFP®, CPFA®, CPWA®
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
