SENTINEL WEALTH MANAGEMENT, INC.
SEC RegisteredPrepare to Live Your Life ®
About the firm
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. We specialize in retirement, tax, and investment planning, helping you achieve your financial goals at every stage of life.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment Management, Retirement Planning, Tax Planning, Estate Planning, Philanthropic Planning, and Education Planning, delivered through a comprehensive, integrated financial planning approach.
Who they serve
Clients navigating major transitions, managing significant wealth, approaching retirement, facing big decisions, seeking a second opinion, dealing with complex financial situations, or those who have outgrown DIY financial management.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 29 | $19M |
| High Net Worth Individuals | 68 | $370M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| Next $2,000,000 | 0.75% |
| Next $2,000,000 | 0.50% |
| Next $5,000,000 | 0.40% |
| Next $10,000,000 | 0.25% |
| Above $20,000,000 | 0.20% |
Data as of April 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SENTINEL WEALTH MANAGEMENT, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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