Sentinel Advisory Group provides personalized wealth management solutions for business owners, retirees, individuals and families with comprehensive financial plans in the areas of education, retirement and investments. Our disciplined approach is designed to identify strategies to accumulate, protect, convert and transfer your wealth based on your financial goals.
We deliver unbiased, independent financial services without any conflict of interest or restrictions. This means we offer a wide range of investment solutions from all firms within the market rather than promoting “in-house” proprietary products and services. Our wealth management process includes an objective evaluation of all investment opportunities. We then make recommendations based on the best match for each client’s needs, goals and values. The result is a tailor-made portfolio with flexible strategies that enable us to rebalance based on life events and changes in the markets and economy.
- Determining your net worth
- Analyzing your asset allocation
- Funding an education
- Planning for retirement
- Maintaining or enhancing your life style
- Preparing for a major purchase
- Creating a legacy
- Converting wealth to income
- Strategic asset allocation
- Portfolio rebalancing
- Tax-efficient investing
- Tax-loss harvesting