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 serves individual and high‑net‑worth clients through a six‑advisor team, providing comprehensive financial planning and discretionary portfolio management to roughly 495 client relationships. Services include tailored financial planning across cash flow, tax planning, insurance, portfolio risk management and intergenerational wealth transfer, with implementation performed either directly or through selected third‑party sub‑advisors. The firm’s investment process uses a mosaic research approach that incorporates fundamental, technical and cyclical analysis drawing on public filings, market data and ongoing due diligence, and client portfolios are monitored continuously with formal quarterly reviews. For clients with more complex needs Sentinel selects and oversees third‑party managers, evaluating their registration, performance and operational capabilities as part of initial and ongoing due diligence. Sentinel provides complimentary educational seminars and workshops to existing and prospective clients, a service that is less common among peer team firms and is limited to general investment education rather than individualized recommendations. The firm also discloses an ownership interest in an affiliated insurance agency and notes that any insurance or annuity recommendations (and associated commissions) are separate from advisory services and are subject to conflict disclosures and mitigation; Sentinel further states it does not receive compensation from the sub‑advisors it recommends.

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.