James Joseph is a CFP®, ChFC®, and PFS™ credentialed financial advisor with 30 years of industry experience. He has been with Sentinel Wealth Management, Inc. since 2002. Sentinel Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a Modern Portfolio Theory approach with diversified asset allocation using no-load mutual funds, ETFs, and alternative strategies, serving primarily clients with larger account sizes through a two-advisor team.

Nicholas Joseph is a Series 65 licensed advisor at Sentinel Wealth Management, Inc. with one year of industry experience. Prior to joining Sentinel, he worked at Ernst & Young LLP for a total of six years and held academic positions at the University of Virginia and James Madison University. Sentinel Wealth Management provides discretionary investment management and financial planning services primarily to individual and high-net-worth clients. The firm employs Modern Portfolio Theory to construct portfolios focusing on risk management, utilizing mutual funds, ETFs, bonds, and alternative strategies, and manages approximately $389 million in assets across about 97 clients.