SENTINEL WEALTH STRATEGIES

Overview

Sentinel Wealth Strategies is a small, independent RIA organized as a limited liability company that focuses on financial planning and discretionary portfolio management for individuals and families, including small-business owners. The firm charges a combination of percentage-of-AUM, hourly and fixed fees and operates as an owner-managed practice, which points to a hands-on advisory relationship rather than a product-distribution model. Investment emphasis is centered on pooled public vehicles—primarily mutual funds and other public funds—used as core building blocks. That core exposure is supplemented with targeted fixed-income exposure through corporate debt and a slate of alternative allocations intended to broaden diversification and income generation. Sentinel is not positioned as an ESG-focused manager and does not operate as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices