A complete list of active advisors currently associated with Sentinel Asset Management, LLC

Warmer can help you find a great advisor at Sentinel Asset Management, LLC or one who fits your needs even better.

Sentinel Asset Management, LLC is a fee-based advisory firm that provides comprehensive financial planning and discretionary portfolio management to individual and high‑net‑worth clients, managing roughly $63.2 million for about 495 client households. Its services cover financial management, portfolio construction and monitoring, tax and insurance planning, and generational wealth transfer, and the firm may recommend or utilize third‑party managers and sub‑advisors to implement client strategies. The firm’s investment process uses a mosaic approach that draws on fundamental, technical and cyclical analysis; Sentinel generally does not attempt to time markets but may incorporate cyclical factors alongside other analyses. Accounts are monitored continuously with formal reviews at least quarterly, and Sentinel performs due diligence and ongoing oversight when clients are placed with third‑party managers. Noteworthy distinctions include the firm’s offering of complimentary educational seminars and workshops to both existing and prospective clients, a practice that is less common among similar team firms. The firm’s principal also has an affiliated insurance agency and may recommend insurance or annuity products—an arrangement disclosed in the brochure as a potential conflict of interest—and Sentinel has recently adjusted its sub‑advisory relationships, indicating active oversight of external manager arrangements.

To learn more about the advisors currently working at Sentinel Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Sentinel Asset Management, LLC's office locations.