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| Additional information |
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| Sentinel Wealth Management, Inc. |
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Overview:
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.
You’ve reached a point in your financial life where every decision is more critical than ever. You need a trusted advisor with the technical knowledge and wisdom gained from experience to guide you through the myriad of financial decisions that you are facing. You need more than just investment advice or a retirement plan or the right tax solution – you need an integrated plan to make all those things work in harmony.
Sentinel’s team is highly experienced, credentialed and well equipped to manage the most complex of financial situations. We’re experts at integrating and organizing all areas of your financial life and we enjoy the challenge of developing, and implementing, an integrated plan to help you reach your financial goals. Of course, this is no easy task. That is why we have assembled an experienced staff with recognized and respected professional designations such as the CPA, ChFC, CLU and CFP.
Along with our own highly experienced staff, we have long standing relationships with the right independent specialists for each area of your financial life. This enables us to assemble and manage the right team of professionals for any situation that you might be facing. From investment management to retirement and estate planning, we’ll help make sure that your financial house is completely in order.
Peace of mind. When it comes to your finances, that’s often the last thing you have. In fact, you have probably found that as your wealth increases, so does the stress and complexity of managing your wealth. With more wealth come more decisions. Yet few possess the knowledge, interest or time to deal effectively with these challenges.
As a Sentinel client, you are no longer alone to coordinate and integrate all the complex aspects of your financial life. We are there with you every step of the way. No more wondering who you should call with a particular financial question – Sentinel will serve as your first point of contact for all your financial affairs. Think of it as outsourcing the complexity of your financial life to Sentinel. So you are free to live your life and enjoy the benefits of having wealth, while eliminating the stress of managing your wealth.
Our trusted relationship with you begins with a confidential conversation that will expand into a life-long dialogue. What do you want to do? What do you wish you could do? We want a thorough grasp of your individual circumstances, needs and aspirations. As your goals and dreams mature, we will be there to help you.
Once we have a firm grasp on what you want to accomplish, we will dissect all areas of your financial life, your investments, retirement, taxes – everything. We then help implement and monitor a customized strategy to help ensure all areas of your financial life are working together seamlessly.
With Sentinel’s team of seasoned professionals you will have peace of mind knowing that your financial dreams and goals are receiving focused attention from highly competent, experienced and credentialed professionals. You can start by coming to us with a simple question. Perhaps a general concern about your current investment strategy or retirement goals. And together, over time, we’ll work toward developing and implementing a core financial strategy that’s right for you. |
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Member:
AICPA
NAPFA
ChFC
USNA
CFP |
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