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.

Professional Designations, Affiliations & Education