Overview

Sentinel Wealth Management is a firm that is built around a simple philosophy. We are accountable to our clients, which means that we say what we do, and do what we say. This has helped us build a great practice and one that we wish to expand.

David Connelly is the Managing Principal and has two assistants. Sentinel is focused on helping professionals who work in two areas, technology, and C-Suite executives. We have a technology background. David worked in sales leadership in startups and larger technology companies. We have clients who worked in high-level executive positions in companies such as Google, Hewlett Packard, and Microsoft. This makes us uniquely qualified to work with these types of clients.

We run an entirely digital office and use technology such as CRM, Aggregators, Financial Planning and Risk Management software to enhance our client's experience. Sentinel is very efficient with low overhead. We have about 77 households and most, if not all of our revenue comes from fees and trails on annuities.

We are looking at purchasing a practice where the current advisor is looking to exit within a maximum of 6 months. This should be enough time for the clients to be comfortable and understand we are going to take great care of them.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

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