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Charting Your Path to Financial Freedom

Welcome to Sentient Wealth Group

At Sentient Wealth Group, we believe that true wealth extends beyond numbers. It's about achieving independence and living a life filled with confidence and clarity. Our mission is to accompany you on your financial journey, ensuring that every step you take is toward a brighter, more assured future.

Request to Become a Client

Our philosophy is simple: we strive to replace financial stress with confidence, helping you balance living for today and saving for tomorrow. We understand that each individual has unique needs and values, which is why our approach is collaborative and tailored to your specific circumstances.

Like a compass, we guide you toward your 'true north', establishing trusting and meaningful relationships along the way. We are committed to being your reliable guide, helping you make informed decisions with confidence and ease. With Sentient Wealth Group, you are not alone in navigating the complexities of financial planning—we are here to support you every step of the way.

Discover the clarity that comes with experienced financial guidance. Join Sentient Wealth Group, where your financial well-being is our top priority.

Our Team

Financial Advisors

Marketing & Business Development

Client Services

Operations

Who We Serve

For decades, we've helped employees at several corporations maximize their employee benefits. We often find that executives know of their benefits but haven't had the time to create a thoughtful plan to capitalize on them.

What Sets Us Apart

  • Guidance on maximizing your benefits
  • Analysis of ESOs (employee stock options) and RSUs (restricted stock units)
  • Exploration of existing portfolio and recommendations for diversification
  • 401(k) analysis to maximize contributions and after-tax Roth conversion strategies
  • Establishment of a cash contingency plan
  • Retirement prior to 65: health care coverage and retirement income plan

Helping You

We will thoroughly evaluate your retirement plan and other benefits and provide recommendations so you can take full advantage of your employer's offerings. You work hard every day and strive for excellence in your career. Let's work together to put a plan in place to make sure your financial and retirement plans work just as hard for you. Contact us today to start the conversation.

Our Services

Our advice is tailored to your needs and designed to align your financial resources with your personal goals. We will gain a deep understanding of what is important to you by reviewing all aspects of your financial household, not just your investment accounts. This means you’ll receive personalized and actionable advice through each phase of our relationship.
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Financial Planning

Financial planning helps you understand where you are today and create a roadmap to get you where you want to be. Our recommendations are personalized to you, whether you’re saving for retirement or need comprehensive planning and wealth management.

Our advisors have years of experience and will help you establish your goals, consider all aspects of your financial circumstance, identify action steps, and tailor an investment strategy to your goals.

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Investment Management

Our goal is to meet you where you are today and make plans to get you to where you want to be tomorrow. Our advisors are dedicated to developing a strategy that will help you pursue your financial goals. We provide ongoing assessments, management, and adjustments to your investments as you go through life and your needs shift.

Our wealth management services will provide you with comprehensive planning and implementation of strategies for retirement, family, inheritance, insurance, estate, charitable giving, and tax planning. Working with one of our experienced financial professionals allows you access to thousands of investment and insurance options to fit your needs.

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Retirement Planning

Sentient Wealth Group can develop a clear financial plan to help you gain an understanding of how your investments, Social Security, and savings can all work together. We also specialize in helping teachers, school administrators, and other state employees with their pension and 403(b) plan needs.

Planning for retirement is not something that happens overnight. Many of us have been saving for retirement since we began our careers, while others started later in life. The important thing to remember is that the nest egg you have saved needs to provide comfort and clarity, well beyond your working years.

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Life, Health, Auto, & Home Insurance

Protecting you against all the ‘what ifs’ in life means considering what happens if the worst, or best, comes your way. A well-crafted plan highlights the possible, but is flexible enough to mitigate the improbable.

We have access to a full-service insurance broker team to offer services beyond financial planning and asset management to you, our clients.

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Tax & Estate Planning

An effective estate plan ties together even the most complex financial scenarios. This means considering matters of both life and death that may involve incapacity, gifting, and charitable giving in addition to wealth transfer.

Taxes are often an afterthought but have a significant impact on virtually every aspect of a financial household. Proactive planning means that we’re carefully watching what may easily be a client's biggest expense.

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College Savings Strategies

College tuition climbs every year, and for many families, this poses a financial challenge. Opening an education savings account, saving early and saving often are ideal ways to earmark money for your child’s tuition costs.

The key is to identify which account is right for you and when to start saving, while keeping your other financial goals on track. There are many options for paying for college, each with its own set of considerations. Our dedicated financial advisors can help you pursue your education savings goals.

Our Process

We create strategies tailored to our client's needs and goals. Years of experience have prepared us to guide people through each life transition, and one of our primary goals is to develop long-term, trusting relationships.

Introduction

This is the first part of establishing a fruitful partnership, so be prepared! Our goal is to mutually establish our expectations and whether an ongoing relationship is a good fit. In this phase, we will identify your goals, priorities, preferences, and potential obstacles.

Exploration

Based on our first meeting, we now take a deeper dive into your individual financial situation. During this session, we begin to sketch a preliminary plan as we discuss your personal and financial goals more comprehensively. This phase is essential to developing a customized, comprehensive plan.

Planning

In this phase, we deliver an easy-to-follow roadmap that will help you work towards your financial goals. We will specifically address the areas most important to you, ensuring your customized plan is tailored to help address your goals. We also explain and educate you on the plan so you feel confident.

Ongoing Support

As your life circumstances facilitate a different approach to financial planning, wealth management, and savings options, we will be a constant presence to ensure that your plan transitions along with you. Your goals will inevitably shift over time, which is why we are here to update and evolve your financial plan proactively.

Frequently Asked Questions