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.

Sentinel Wealth Management offers financial planning and wealth management services in and around San Diego. We invite you to read more about us and reach out with your individual financial goals.

Financial Advice: Transparent & Simple - The Way It Should Be

At Sentinel Wealth Management we believe transparency is paramount in dealing with client investment decisions. Our fees are always clearly defined and predetermined, below is our fixed fee schedule:

Financial Planning: Your Best Interests First

Financial planning advice should place a client’s best interests first and be free of any conflicts of interest posed by commissioned financial products. Our financial planning process provides unbiased recommendations that are free of varying levels of commissioned compensation that can influence advice provided by financial advisors.

Financial Planning