SERVICES

Complimentary Financial Review


Sentinel Wealth Management provides comprehensive wealth management solutions for individuals, families and business owners. For a complimentary, no obligation financial review, simply call us at 1-888-243-0063 or click on the "Get Started" button below to send us an e-mail.

What We Can Do For You

  • Social Security Analysis

  • Social Security Claiming Strategies

  • Planning for Retirement

  • Financial Planning

  • Funding For College

  • Portfolio Construction & Management

  • 401(k) Rollovers

  • Succession Planning

  • Estate Planning

  • Charitable Planning

  • Tax Loss Harvesting

  • Private Foundations

  • Income-Tax Reduction Strategies

  • Investments

    • Bonds

    • Common Stock

    • REITs

    • Brokerage Accounts

    • Traditional IRA

    • Roth IRA

    • SEP IRA

    • Simple IRA

    • Government Securities

    • Variable Annuity

    • Exchange Traded Funds

    • Municipal Bonds

    • Mutual Funds

    • Alternatives