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RIA · CRD 285889State-Registered Investment Adviser

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SENTINEL WEALTH STRATEGIES

Sentinel Wealth Strategies LLC is a financial services firm led by Lisa Murray, a financial professional in Batesville, Indiana. The firm offers personalized...

Overview

Sentinel Wealth Strategies LLC is a financial services firm led by Lisa Murray, a financial professional in Batesville, Indiana. The firm offers personalized services focused on clients' needs, wants, and financial goals, including saving for retirement, college savings, and estate strategy. Services include insurance, asset allocation, and saving for college.

General information

Firm type

RIA

Location

City

Batesville

Principals

Lisa Murray

Frequently asked questions

Where is SENTINEL WEALTH STRATEGIES headquartered?

No headquarters location has been confirmed through public records or official channels.

What investments does SENTINEL WEALTH STRATEGIES make?

No investment strategy, asset-class preference, or named portfolio companies are publicly known. The firm has not disclosed any deployment activity.

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