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

3101 Newmarket Street, Suite 101 | Bellingham, WA 98226 | Direct: 360-756-3502 | E-mail: Randall@sentinelwm.com | Toll Free: 888-243-0063 | Fax: (360) 312-4064

IMPORTANT DISCLOSURES


Securities offered through Moloney Securities Co., Inc., Registered Broker/Dealer, Member FINRA/SIPC.  Investment Advisory Services offered through Moloney Securities Asset Management, LLC, Registered Investment Adviser.    Moloney Securities Co., Inc. and Moloney Securities Asset Management, LLC are not under common control or ownership with Sentinel Wealth Management.

Check the background of this financial professional on FINRA's BrokerCheck.