Sentinel Asset Managment - Preserving What Matters

Welcome to
Sentinel Asset Management

Where Goals and Philosophy Intersect.

Our first priority is helping you take care of yourself and your family.

We want to learn more about your personal situation,
identify your dreams and goals, and understand your tolerance for risk.

Long-term relationships that encourage open and honest communication
have been the cornerstone of my foundation of success.

Who we are

Sentinel Asset Management, LLC. (SAM) is a comprehensive financial services firm committed to assisting individuals and organizations to ensure long-term financial success. We specialize in creating custom-tailored portfolios, based on a client’s investment goals, income needs, tax situation, and tolerance for risk.

Our Specialities

Retirement Income

Building a strong stable income for you and your family.

Families with Special Needs

Each family has different concerns. We can assist with your long term retirement goals while caring for your special needs child.

Call for class registration or a complimentary meeting. (203) 793-0707

Investment Advice Offered through Sentinel Asset Management, LLC. Sentinel is a Registered Investment Advisor