Prepare to Live Your Life®
We specialize in retirement, tax, and investment planning, helping
you achieve your financial goals at every stage of life.
Top Financial Professionals
Ranked Among Top Fee-Only Advisers
Are You Prepared To
Realize Tomorrow’s Dreams…
& Live Your Life Today?
It all starts with a plan. At Sentinel Wealth Management, we believe in the power of a comprehensive strategy that gives you the confidence to navigate both today and the future. Whether you're preparing for retirement, managing taxes, or optimizing investments, we’ll work with you to create a plan that adapts as your life evolves, so you can focus on living fully today while securing the future you deserve.
WHAT WE OFFER
Comprehensive Financial Services Tailored to You.
Investment Management
We build customized, diversified portfolios aligned with your goals, risk tolerance, and the broader picture of your financial life.
Retirement Planning
From your first steps toward retirement to enjoying the years ahead, we help you navigate every decision with confidence, clarity, and a plan built around your life.
Tax Planning
We thoughtfully integrate tax strategy into every part of your financial plan to help you keep more of what you earn—now and in the future.
Estate Planning
We help you plan your legacy with intention—protecting your assets, honoring your wishes, and supporting the people and causes that matter.
Philanthropic Planning
We guide you in giving with purpose—creating meaningful impact for the causes you care about while supporting your overall financial goals.
Education Planning
We develop smart, flexible education funding strategies to support the future of those you love—without compromising your own goals.
WHAT WE SOLVE
Why Do People Hire Us?
When your financial life reaches a certain level of complexity, the stakes get higher—and so does the need for expert guidance. Clients come to us because they're navigating major transitions, managing significant wealth, or tired of doing it all themselves. Whether you're nearing retirement, facing a big decision, or want a second opinion from someone who sees the whole picture, we're here to help you make confident, coordinated choices for the road ahead.
-
I'm at a point in my life where every financial decision feels more critical than ever.
-
I’m approaching retirement and every decision feels more important than ever.
-
I want a second opinion on my to ensure my financial plan and portfolio align with my goals.
-
I don’t have enough time to properly manage all aspects of my personal finances.
-
My situation is too complex to manage on my own or with my current advisor.
-
I have advisors, but I want an integrated plan to make all those things work in harmony.
-
I want to focus on the important things in life, not worry about my finances.
-
I have an accountant, but I need tax planning integrated into my financial strategy.
-
I'm at a point where I have more money than I'm comfortable managing on my own.
-
I’m facing big life changes and need expert help to navigate financial complexities.
-
I want guidance on strategies to make my charitable giving more effective.
-
I’ve received stock grants or equity compensation and need help understanding the tax implications, managing risk, and integrating them into my overall financial plan.
HOW WE WORK
Discover Sentinel’s 3D Planning Process.
01 DEFINE
Gain clarity on your current financial picture—and define goals that will shape your future.
“If you aim at nothing, you will hit it every time.”
— Zig Ziglar
02 DESIGN
Create a personalized, strategic roadmap to help you achieve your goals and live with intention.
“A goal without a plan is just a wish.”
— Antoine de Saint-Exupéry
03 DO
Put your plan into action with ongoing expert guidance and clear direction at every step.
“The secret of getting ahead is getting started.”
— Mark Twain
Dedicated Expertise to Guide You Through Every Financial Milestone and Transition.
With decades of experience and deep technical expertise, we help our clients bring order, clarity, and long-term strategy to their financial lives. At Sentinel, we take a thoughtful, personalized approach—delivering trusted guidance, tailored solutions, and an unwavering commitment to your goals, your values, and your vision. Learn more about the people, principles, and purpose behind everything we do.
PROFESSIONAL DESIGNATIONS, AFFILIATIONS & EDUCATION
THE LATEST
News + Insights.
Stay informed with expert insights on retirement, investing, and financial planning—plus helpful updates, tips, and resources delivered straight to your inbox.
Forget the Cookie Cutter.
Our approach is one size fits one—personalized planning built around your unique life and goals.