Sentinel Wealth Management

Wealth Management Firm in Reston, VA

Firm Info
Address: 11710 Plaza America Dr, Reston, VA 20190, USA
Phone: (703) 787-5770

Firm Size
Assets Under Management: $281.6 million
# of Advisors: 2
# of Clients: 332
Client to Advisor Ratio: 166:1
Average Account Size: $848,323
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

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Sentinel Wealth Management, Inc. Overview

SENTINEL WEALTH MANAGEMENT, INC. is a Fee Only Registered Investment Advisory Firm based in Reston, VA. The firm has been in operation since 2002, providing investment advice to its clients. The firm offers financial planning and portfolio management services, catering to both individuals and small businesses. SENTINEL WEALTH MANAGEMENT, INC. is dedicated to serving its clients with personalized investment advice, leveraging its expertise and experience to navigate the dynamic world of finance and investment. As a Fee Only firm, SENTINEL WEALTH MANAGEMENT, INC. is committed to providing transparent and unbiased services to clients. This means that the firm works solely on a fee basis, without receiving any commissions or kickbacks from third-party product providers. This aligns the interests of SENTINEL WEALTH MANAGEMENT, INC. with that of its clients, ensuring that the firm's advice is objective and aligned with clients' goals and objectives. At SENTINEL WEALTH MANAGEMENT, INC. the focus is on investment advice only, ensuring that clients receive expert advice on how to navigate the complex world of finance and investment. The firm provides financial planning and portfolio management services to its clients, personalized to cater to their individual needs and goals. SENTINEL WEALTH MANAGEMENT, INC. works closely with clients to understand their specific financial situation and help them navigate the challenges of investing to achieve their long-term financial goals. With its time-tested investment strategies and personalized advice, SENTINEL WEALTH MANAGEMENT, INC. is a trusted partner for clients seeking expert investment advice.

SENTINEL WEALTH MANAGEMENT, INC. is a renowned firm that offers wide-ranging financial services to its clients. The clients they serve include individuals and high net worth individuals. These clients value professional guidance and understand the importance of wealth management towards achieving their financial goals and securing their future. SENTINEL WEALTH MANAGEMENT, INC. caters to clients with different needs and varying degrees of net worth, ensuring that each receives tailored service that best aligns with their goals. SENTINEL WEALTH MANAGEMENT, INC. offers its clients various fee structures that match their services provided, enabling flexibility for clients. For instance, a percentage of AUM is a fee arrangement where clients pay a percentage of their assets under management as compensation for services provided. This method is ideal for clients who have larger portfolios or investments that require constant attention. On the other hand, fixed fees benefit more comprehensive services that require more significant engagement or are not portfolio-based. SENTINEL WEALTH MANAGEMENT, INC. is dedicated to providing top-notch financial advice and support to ensure their clients' financial stability and wellbeing.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Sentinel Wealth Management, Inc. is generally $1,000,000 based on the note in their Part 2 Brochure. The note specifies that this minimum applies to all client assets under management (AUM). However, under certain circumstances, such as with potential new clients who have strong potential for growth, Sentinel may waive the minimum AUM requirement.

How This Office Can Help Reston, VA Residents

Sentinel Wealth Management assists clients in Reston, VA by offering customized financial planning services that are designed to meet their individual needs. The firm helps clients create a comprehensive financial plan that can help them achieve their short-term and long-term financial goals. The advisors at Sentinel Wealth Management can work with clients to create a budget, save for retirement, and manage their investments. They can also help clients plan for major life events, such as buying a home or paying for a child's college education. Residents of Reston, VA may face a unique set of financial challenges due to the high cost of living in the area. Many residents may be struggling to save for retirement or to pay off debt, such as student loans or credit card balances. Others may be looking for ways to invest their money and grow their wealth over time. By working with Sentinel Wealth Management, residents of Reston, VA can gain access to expert financial advice and guidance that can help them make the most of their money and achieve their financial goals.

To view the Minimum Investment and Fee Schedule for Sentinel Wealth Management, Inc., visit their Part 2 Brochure.

Services Offered by Sentinel Wealth Management, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Sentinel Wealth Management, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 11710 Plaza America Dr, Reston, VA 20190, USA
Phone (703) 787-5770
Opening Hours
  • Mon 8 AM–5 PM
  • Tue 8 AM–5 PM
  • Wed 8 AM–5 PM
  • Thu 8 AM–5 PM
  • Fri 8 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  4 Reviews

Other Office Locations

This firm has no other locations.

State Registrations

Sentinel Wealth Management, Inc. is registered to service clients in the following states:

  • Maryland
  • Texas
  • Virginia

Disciplinary History

Sentinel Wealth Management, Inc. does not have any disclosures. Please visit it's Form ADV for more details.