Sentinel Wealth Management

Sentinel is structured as an independent wealth management firm serving multiple high-net-worth families and individuals, not a single-family office. Its advisory model blends investment management with tax and estate planning coordination, operating under a fiduciary standard.

The firm uses a core-satellite framework. The core typically uses low-cost, factor-tilted public equity and fixed income exposures, while satellite sleeves allocate to private equity, private credit, and real asset funds sourced through institutional manager due diligence.

As an independent RIA, Sentinel does not manufacture or distribute proprietary funds. Its investment committee selects third-party managers and negotiates institutional share-class access, avoiding the product-distribution incentives common at wirehouses and bank-owned wealth platforms.

The primary focus is North American developed markets across public equities, fixed income, and private strategies. Satellite allocations extend to Western Europe and emerging Asia through commingled fund structures rather than direct international security selection.

The firm integrates concentrated stock risk management into its planning process, employing strategies that can include structured sales programs, option-based hedging, and exchange fund analysis to diversify single-stock exposure in a tax-aware manner.