Click on any service to explore how we can help you work toward your financial goals
We address all areas of your financial life—budgeting, cash flow, education funding, charitable giving, and legacy planning.
We manage your investments based on your risk tolerance, time horizon, and goals—whether that's growth, income, or both.
We help you navigate the shift from earning to living off your assets, creating income strategies that support the life you've worked for.
We coordinate with attorneys to seek to ensure your wealth transfers according to your wishes while seeking to minimize taxes and avoiding probate.
We work year-round to minimize your tax burden through strategic planning, not just year-end scrambling.
We evaluate your insurance coverage to protect what you've built, seeking to ensure your family's financial security.
*Sentient Wealth Group and LPL Financial does not offer tax advice or tax preparation services.
THE SENTIENT DIFFERENCE
Our time-tested four-step process has helped hundreds transition with confidence into retirement.
Continuous
Partnership
We begin by understanding your financial goals, timelines, and priorities—so we can focus on what matters most to you.
Next, we create a personalized plan with clear recommendations tailored to your unique situation.
You choose how to move forward—work with us to implement your plan or use our self-implementation option for those who want to maintain control of execution.
Life changes, and your plan should too. We regularly review and refine your strategy to keep it aligned with your evolving needs.
