Sentinel Wealth Management’s singular focus is on helping you expertly grow, steward, and protect your personal wealth to help you realize your goals and dreams. We consider it a privilege to be entrusted with both your finances and your financial dreams as well.
We strive to help you clearly define your long-term goals as the foundation for the careful, comprehensive counsel we provide to help you achieve them. Because planning for our clients’ financial lives is generally complex, we have assembled a team that is both highly experienced and credentialed. We are equipped to manage the most complex of financial plans.
In order to deliver the high level of service that our clients deserve, a key component of Sentinel’s business model is to limit the number of clients that we serve so that each person receives exceptional service.
In an industry fraught with conflicts of interest, Sentinel takes a fresh approach – we refuse to accept any commissions at all. Instead, we charge a simple and fair fee for our services. No commissions or hidden fees will take you by surprise here. So you can rest assured that Sentinel has no incentive to give you advice or invest your money in any financial product in order to earn a commission. Without this inherent conflict of interest that plagues so much of our industry, we will help you make financial decisions according to what is best for you and only you.
You will quickly discover that we’re anything but shy. We believe that frequent and open communication is an important part of every client relationship. This ongoing and frequent communication allows us to continually adapt to meet the ever-changing goals and expectations of our valued, long-time client base. So you can count on us to help you prepare for the future – well into the future.