You work in a specialized area that demands a great deal of your time and effort. Maybe you are a “road warrior” that’s spends as much time in a hotel as you do at home. The company that you work for offers “incentives” to you and they can sometimes be confusing and there may not be anyone there at your company that can explain them to you. Sentinel Wealth specializes in dealing with complex situations that our clients encounter, whether it is with company stock options or concentrated positions in a particular company or startup. There may also be executive compensation that was never really addressed completely.
We will work hard to take care of the heavy lifting and try to reduce the stress of making so many important decisions. We have the resources to help ensure that you know all of your options.
Some questions you might have
What is the profile of the your typical client?
What level of service should I expect?
If this sounds like your current situation, please connect with us to schedule an initial discussion.