Portfolio Management
Because a little stability in your life is worth its weight in gold.
At Sentinel, we believe in a disciplined approach that focuses on achieving your long-term goals. Your investment portfolio should be personalized and customized to the unique parameters of your individual financial plan. Your specific circumstances will guide us along the way, helping to minimize the distraction of daily gyrations in the markets.
We partner with some of the best and brightest firms on Wall Street to bring the latest cutting-edge strategies and most up to date information available to our clients. From economists to analysts to portfolio consultants, as well as tax consultants and legal specialists, you can be sure our team of experienced professionals has one goal in mind… you.
We will work with you to develop a long-term investment strategy that’s focused on diversification and specific cash flow requirements. With our help, you can achieve your financial goals knowing that your portfolio is custom-tailored to your situation.
We will personalize your Investment Policy and Asset Allocation Plan based upon multiple factors:
- Your unique goals
- Your personal risk budget/volatility thresholds
- Your cash flow requirements
- Asset location
- Family dynamics
- The economic and financial landscape
Financial Planning
Your Wealth: Personalized & Preserved
The Financial Plan is the cornerstone upon which all other functions are built. Planning your future financial health is serious business. When you come to us with your unique needs, we work with you one-on-one to develop the right financial strategies so you can achieve everything that’s important to you.
From what type of accounts are best suited for your situation, to investment selections that match your preferred criteria to properly selecting which accounts to take distributions from, we will construct a tailored solution that is right for you.
And as your financial goals evolve, so will your plan to preserve and grow it. Spend your time enjoying your hard-earned money, knowing that you have a team on your side monitoring your plan and making recommended changes as the environment changes.
We will help you with:
- Retirement planning
- College planning
- Real estate planning
- Insurance planning
- Tax planning
- Pension analysis
- Cash flow management
- Business or Self-Employment planning
Estate Planning
Secure Your Family’s Future For Generations To Come
Planning for what happens when you’re gone is never easy, but you want to make sure your family is taken care of no matter the situation. We’ll provide the expertise and experience needed to create an effective estate plan that integrates smoothly with the rest of your finances.
Over the years, while our clients' needs may have changed, our attention to detail towards meeting their goals hasn't. We are dedicated to protecting what our clients have built, and growing it for future generations.
Whether you’re a new parent or a grandparent, it’s never too early to start planning for the future.
In consultation with your legal counsel, we’ll help you with:
- Minimizing estate taxes
- Protecting assets with insurance
- Creating Powers of Attorney (POA)
- Choosing executors
- Designating beneficiaries
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
Opinions expressed are not intended as investment advice or to predict future performance. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
