Sentinel Wealth Management
At Sentinel we do not work for a Wall Street brokerage firm, an insurance company, a bank, or an accounting firm. We work for you. Our loyalties are to you, our client. Your money is managed for your benefit not the benefit of a securities salesman.
At Sentinel our compensation is based on the assets we advise not on transactions like buy and sell orders. This allows us to minimize conflicts of interest and aligns our financial motivations and interests with yours. Our success is determined by your success. When you prosper, we prosper; when you make less we make less. In most other firms you will be working with a broker or salesman who is motivated to sell products that pay a commission so the more they sell the more they make.
A single, quarterly fee based on assets under management covers the personalized professional management you receive and all the transactions effected for you through Sentinel at no additional cost.
The advantage of an independent investment advisor
As a fee based independent financial advisory firm we work only for you. That’s why we have the freedom to make decisions that truly put your best interests first, not ours. We are independent, objective, and unbiased in our financial advice.
As an independent financial advisory firm we have no proprietary investment products to push. We don’t have to sell you anything so our investments are not limited by only what a firm may offer its clients. We can literally shop them all for you and find the best of the best solutions to meet your unique needs.
Proactive investment management done daily not just at certain times
Most firms adjust clients’ accounts occasionally or quarterly, thus missing the opportunities in the market that arise on a daily basis during the in between times.
Our daily proactive investment approach includes a core strategy of diversification, combined with both strategic allocations and tactical account management. We believe that it is possible to reduce risk and/or increase returns over the long term by making tactical shifts in asset allocations as needed. This approach can create a balance between growing and preserving wealth. We believe our approach provides a comprehensive strategy in todays fast-paced markets and because you pay no commission there is no cost to taking advantage of the opportunities the market presents when it presents them.
We are not day traders or market timers but the ever changing dynamics of the market today demand an investment style of flexibility and agility, not rigidity.
We are risk managers not return managers
Some advisors focus only on return regardless of the risk. We take a different approach. Our goal is to constantly strive for the best return with the least risk possible. We strive to keep your portfolio within your risk tolerance and make adjustments as needed to keep it so. The flexibility to adjust your risk up or down as market conditions dictate without having to pay commissions to do so gives us an advantage especially in volatile markets such as we have now.
Educators not salesmen
We work with you to help you understand your options and investments so you make the best decisions for you. An educated client is a confident client and we work hard to keep you that way.
Hands on personalized service just for you
No cookie cutter approach here. We develop investment strategies that are uniquely suited to each client. You need services and solutions that are as unique as you are. We are here to fit you not make you fit us. Working together, we can create a personal investment strategy that’s highly customized to your individual needs, risk tolerance, goals and objectives and keeps you engaged and informed.