Protect What's Important

At Sentinel Wealth Management, we understand that managing one’s financial health can be an overwhelming task for anyone. Each individual has a unique set of financial needs and objectives that must be met, and we’re here to help achieve exactly that. We strive to identify objectives and risk tolerances, tailoring each financial plan to a client’s individual concerns.

Working With Sentinel

We strive to address the needs of any client seeking a financial plan. We offer in-depth fiduciary financial planning and investment advice.

FREE CONSULTATION - No obligation!

  • Flexible scheduling for consultation.

  • Access to unique financial planning strategies made on an individual basis.

  • Access to refined financial tools to mitigate risks and maximize returns.

  • Free Personalized Risk Analysis through Riskalyze®

Why Choose Us?

We offer a variety of financial services, click below to learn more or simply contact us!

Investment Services

Financial Planning

Can't find what you're looking for?

Simply contact us with your unique question and we'll be happy to guide you further!

Phone: (858) 353-4617


Form: Contact Us