Sentinel Wealth Strategies

Sentinel Wealth Strategies provides portfolio management, financial planning, and consulting to individual investors (including some high‑net‑worth clients) and business entities. The firm reports approximately $29.5 million in assets under management across about 243 client relationships and charges percentage‑of‑AUM advisory fees; it also offers both discretionary and non‑discretionary services.

The firm uses a mix of investment methods — including fundamental and technical analysis, charting, and modern portfolio theory — and implements client strategies with model portfolios and, at times, sub‑advisers. It manages accounts through a wrap fee program and executes transactions on Charles Schwab’s institutional platform, with clients typically directed to Schwab for trade execution and custody.

Two features distinguish the firm from many independent peers: it sponsors a wrap fee program (an uncommon offering for firms of this type) and it maintains a relatively high client count per advisor, reflecting a higher client‑to‑advisor servicing ratio than is typical. Operational practices such as combining household accounts for fee breakpoints, block trading across participating accounts, and routine use of Schwab’s institutional services are additional practical characteristics that may affect execution, reporting, and the adviser’s service model.