Sentinel Wealth Management, Inc.

Sentinel Wealth Management, Inc., established in 2002, is a registered investment adviser based in Reston, VA. The firm specializes in financial planning and investment management, catering to a limited number of clients whose needs align with Sentinel's expertise. Acting as a fiduciary, Sentinel offers independent and objective financial advice, managing client assets totaling $338,662,123 as of 12/31/2024. Clients receive personalized investment strategies based on their risk tolerance and financial goals, with the flexibility to impose restrictions on asset management. For Investment Management, fees are calculated as a percentage of assets under management (AUM) on a sliding scale, ranging from 1.00% to 0.20% based on AUM tiers. Financial Plans are offered at fixed fees determined before engagement, typically ranging from $0 to $20,000. Sentinel does not charge performance-based fees and serves individuals, trusts, corporations, and retirement plans with a minimum AUM of $1,000,000, which may be waived under certain circumstances. Sentinel's investment strategies are based on Modern Portfolio Theory, focusing on asset allocation and risk management. The firm utilizes mutual funds, ETFs, stocks, bonds, and alternative investments to build diversified portfolios. Clients are advised on the risks associated with investments, with a focus on long-term financial planning. Sentinel does not engage in soft dollar practices and maintains full investment discretion under a limited power of attorney. Clients receive regular portfolio reviews and account statements, ensuring transparency and accountability in managing their investments.