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.
What We Do
SAM was founded with the goal of assisting its clients in every aspect of their financial lives. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise. The most important key to our longevity, however, is our clients’ success. For each of our clients, we strive to create the financial stability and security required for financial independence. The clients of SAM require our services, not only for quality investment proposals, but also for more important things—like the freedom to enjoy the wealth life has to offer. This is a responsibility not taken lightly by this firm. It is why SAM favors long-term performance and stability, over short-term gain.
Our clients find SAM to be firm in our beliefs and values. We stand ready to practice the virtues necessary to maintain those values. We are brutally honest: we give attention to detail, and are responsive to our client’s needs. We do what we promise for our clients.
Our Clients are taken through a five-step process in order to ensure that we have covered all aspects of their financial welfare.
Asset Allocation does not insure a profit or protect against a loss.
We Provide assistance in the following areas
- Retirement Plans
- Tax Plans
- 401(k) Planning
- 403(b) Planning
- College Plans
- Estate Plans
- Money Purchasing Plans
- Profit Sharing Plans