Sentinel Wealth Inc

Sentinel Wealth is a small advisory firm that provides discretionary portfolio management and retirement-plan advisory services to individual and high-net-worth clients. The firm also offers an ongoing Legacy BluePrint planning and oversight service that incorporates tax return preparation and tax-planning coordination, assistance with Medicare/Medicaid considerations, fraud awareness and identity-protection education, and a structured “Household Process Vault” for organizing critical financial information.

The firm manages client assets using proprietary model portfolios (Power, Direct Index, Core, and Income) and combines quantitative and fundamental analysis with continuous monitoring and periodic rebalancing. Investment strategies can include exchange-traded funds, individual securities, direct indexing, and the use of derivatives and options in separately managed accounts, with the firm typically operating under discretionary trading authority to implement model allocations.

What distinguishes Sentinel Wealth from many peers is its close integration with tax and accounting activities: the advisor is affiliated with tax planning and tax-filing businesses and notes that those related enterprises generate separate compensation, which the brochure discloses as a potential conflict of interest. The combination of ongoing tax preparation/tax-planning coordination, later-life household oversight services, and active use of direct indexing and derivatives in managed accounts is uncommon for similarly sized supported advisory firms.