Is your wealth working at it's
full potential?
Building and preserving wealth takes more than just saving—it requires a strategic, well-rounded approach. Our comprehensive services, including wealth management and tax advisory are designed to optimize your financial health and help you reach your goals. Discover how we can elevate and preserve your financial future.
Comprehensive Financial Management
We take a holistic approach to your financial well-being by integrating wealth management, tax strategy, bookkeeping, and investment planning. Our goal is to ensure every aspect of your financial life—income taxes, estate planning, investments, and financial records works seamlessly together for long-term success.
Premium Finance Life Insurance
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Our approach to premium finance life insurance offers a smart, cost-efficient way to secure substantial coverage. By utilizing specialized financial strategies, we help you safeguard your wealth while ensuring long-term protection for your family’s future.
Our Approach: Protect, Grow, and Secure Your Wealth
Building wealth is about more than just growing assets. It’s about keeping more of what you earn and securing your financial future. We take a hands-on approach to reducing tax liabilities, optimizing investments, and creating a strategy tailored to your goals.
With Sentinel Advisor Group, you gain more than a group of advisors—you gain true partners dedicated to your success.
Our goal is simple: help you build lasting wealth while ensuring peace of mind for retirement and beyond.
Our Services
Balancing income taxes, estate taxes, and investment strategies to work harmoniously is essential for your financial well-being. Our comprehensive wealth management services ensure that all aspects of your financial life are working together seamlessly.
Comprehensive Wealth Management
Balancing income taxes, estate taxes, and investment strategies to work harmoniously is essential for your financial well-being. Our comprehensive wealth management services ensure that all aspects of your financial life are working together seamlessly.
Transfer of Wealth
We ensure your wealth is transferred efficiently to future generations through strategic estate planning, gifting strategies, and generational tax planning—helping you protect your legacy while minimizing tax burdens.
Retirement Services for Individuals & Business Owners
Building a strong retirement plan is key to achieving financial security and peace of mind in your later years. We provide comprehensive services that cover every aspect of retirement planning, offering strategies that align with your specific goals and needs.
Comprensive Insurance Plan Options
Protecting your future starts with the right insurance solutions. We offer a range of strategies, including life insurance, disability insurance, long-term care coverage, and annuities, to help safeguard your wealth and provide financial security for you and your loved ones.
Business Owner Services
Balancing income taxes, estate taxes, and investment strategies to work harmoniously is essential for your financial well-being. Our comprehensive wealth management services ensure that all aspects of your financial life are working together seamlessly.
1,400+
Clients
Satisfied Clients Nationwide
2
Offices
New York and Florida
40
Years in Business
Helping Clients Build Lasting Wealth
Why choose us?
Managing wealth isn’t just about growing assets—it’s about protecting them, minimizing tax burdens, and ensuring long-term financial security. We help clients navigate complex financial decisions with a hands-on approach that prioritizes their unique needs. From tax preparation and strategic planning to investment management, retirement services, and estate protection, we provide expert guidance to help you keep more of what you’ve earned and build lasting wealth with confidence.
Comprehensive financial solutions for both personal and business needs—all in one place.
What Sets Us Apart:
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40 Years of Experience: Decades of expertise guiding clients through complex financial decisions.
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Peace of Mind: Strategies designed to protect your wealth and secure your future.
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Comprehensive Financial Solutions: From tax planning to retirement and investment management, we cover it all.
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Business Services: Specialized financial strategies for business owners and entrepreneurs.
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A True Partnership: A hands-on, client-first approach to wealth management.
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Client-Focused & Dedicated: Your goals are our priority, and we’re committed to your success.
Florida Corporate Headquarters
7551 Wiles Road, Suite 104
Coral Springs, FL 33067
P: 954-368-9664
New York Office
1393 Veterans Memorial Highway, Ste. 307S Hauppauge, NY 11788
P: 631-390-4300 | F: 631-812-1406
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