We operate as a small boutique-like group inside a global bank offering a suite of family office type services:

1. Wealth Management Planner – We clearly articulate how each financial decision impacts financial security; both in the long and short-term. We focus on outcomes to the stuff that matters to a family: education of future generations, buying a second home, investing in other businesses.

2. Investment Advisory Services – Have a clear understanding of your financial goals to help make sure your lifestyle is never disrupted. The effort is to help secure, improve and preserve investment assets offering a completely objective asset allocation mix.

3. Personal Banker – Facilitate and take care of all credit and balance sheet management including mortgages, credit cards, basic banking, bill payment etc. *

4. Philanthropic Consultant – Assist families in their philanthropic pursuits to establish a family legacy as well as invest in the charitable causes that are most important to them.

5. + Friend – We are intentional about impact every day. We will be in the trenches with you when the world and/or family goals appear to be unbalanced and celebrating with you with life events and when goals have been accomplished.

Banking products and services provided by Bank of America, N.A.

Clients’ lifestyle needs, cash-flow requirements, and wealth preservation goals are the foundation of our work. We begin by asking what matters to the families we serve, and we neverstop asking that question. We have built our team from the ground up to respond to the needs of significant wealth.

We have extensive experience advising clients before, during, and after life’s transitions:

· Family transitions, such as births, weddings, deaths, or divorces

· Purchase, sale, merger, or transfer of a business

· Executive decisions, such as retirement, deferred compensation, board involvement, gifting of a business, or taxes in consultation with your tax professionals

· Philanthropic endeavors and personal gifting

Our team works with clients to nurture a balanced approach to life and wealth, encompassing multiple priorities: family, health, career, and philanthropy. We believe strongly that “success” has many definitions and we strive to be a critical resource for families as they pursue engaged and fulfilled lives.

We recognize that affluence can place unusual demands on families. We offer a range of services to promote lasting legacies through the positive transmission of values and wealth.Specifically, we work with highly respected professionals who can facilitate constructive dialogue about a family’s collective vision and expectations of wealth for multiple generations.

Focused On Consistency

We work with highly successful families who have created significant wealth through years of hard work and sacrifice. We help these clients preserve, deploy, and diversity that wealth effectively. Our first priority is to help families maintain their lifestyles through varied environments.

As wealth managers, we resist fads and group think. We focus our energies on identifying the managers and strategies that we believe can deliver consistent, prudent returns. We offer access to preeminent investment advisors across the globe; we regularly assess investment allocation relative to a client’s goals, risk profile, and return objectives.

Merrill Lynch Wealth Management and Gentry, Masters & Associates is committed to providing a select group of wealthy clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained wealth advisors will gain a deep understanding of your goals, help you develop a multi generational wealth strategy, help you track it, and update your strategy as needed. We are committed to providing you access to the investment insights of Merrill Lynch Wealth Management and the banking convenience of Bank of America, and we will continue to invest in client tools and new technology to enhance your overall experience as you and your wealth advisor pursue what’s most important to you.

Our Philosophy

We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goal-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspective can help you simplify your life.