Sentinel Wealth Strategies

Sentinel Wealth Strategies provides discretionary and non‑discretionary portfolio management and financial planning to individual clients and business entities, including high‑net‑worth individuals. The firm also operates as a sponsor of a wrap fee program that bundles investment management, transaction execution, custodial and administrative services into a single fee arrangement.

Advisory work is tailored to each client’s stated objectives and risk tolerance and may use model portfolios and sub‑advisers; strategies cited in the brochure include long‑term allocations informed by modern portfolio theory as well as technical and fundamental analysis and occasional short‑term trading. The firm conducts ongoing account reviews, bills fees through the custodian, and administers client accounts on an institutional custody platform.

What is distinctive about the firm is its relatively large client base for a firm of its size while managing roughly $40.5 million in assets, an operating profile that is uncommon among independent advisers and may influence service and communication practices. Sentinel is also notable for sponsoring its own wrap program and routinely directing brokerage and custody to a single institutional custodian, arrangements that are less common among peers.