At Sentient Wealth Group, we specialize in helping individuals and families make thoughtful financial decisions during pivotal moments in life. These transitions can be exciting—or challenging—but always require a steady hand and a clear plan.
Our tailored approach integrates financial expertise with a deep understanding of your values and long-term aspirations.
As you approach or enter retirement, your financial questions evolve:
We help you navigate the shift from accumulation to distribution, creating a reliable income plan that supports the lifestyle you envision. We also address tax efficiency and legacy considerations.
Change—whether planned or unexpected—can be overwhelming. Divorce, inheritance, or the passing of a loved one often bring complex financial choices during emotionally difficult times.
Our role is to bring clarity to the chaos, helping you understand your options and build a financial plan for what's next. We serve as a steady presence so you can move forward with confidence.
For families who want to leave more than memories, we offer guidance on building a lasting financial legacy. We help coordinate estate strategies, structure charitable giving, and create tax-efficient plans to benefit future generations.
We work with family members, and, if necessary, attorneys and CPAs to ensure your values—and wealth—are passed on with intention.
We understand the intricacies of educator pensions, 403(b) plans, and state-specific benefits. Whether you're nearing retirement or already there, we help you make sense of your options and plan for a financially secure future.
Owning a business adds complexity to financial planning. From succession strategies to tax optimization, we help you align your personal and business finances. Our planning helps prepare you for a smooth exit—whether it's years away or right around the corner.
Compensation packages can be complex. We help you understand and optimize your stock options, deferred compensation, and retirement benefits. Your financial strategy should be as sophisticated as your career—and we ensure that it is.
Every plan reflects your unique goals and circumstances.
Your interests come first, always.
We focus not just on the numbers, but on the life you want to live.
We often coordinate with attorneys, tax professionals, and family members.
*Advisors are only legally obligated to act as a fiduciary in advisory relationships. Advisors are not legally obligated to act as a fiduciary in brokerage only relationships.
