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Guarding Your Financial Future

Helping Technology Professionals and Executives to Plan Their Financial Futures for Nearly 20 Years

Our clients primarily come from prestigious companies such as Microsoft, Google, Netskope, Palo Alto Networks, and Hewlett Packard. We have firsthand experience in helping our clients handle the stock options, company benefits, and executive compensation plans that are typical of technology-based firms.

SRI (Socially Responsible Investing) and ESG (Environmental, Social and Governance Impact Investing)

At Sentinel Wealth Management, we have focused on SRI (Socially Responsible Investing) and ESG (Environmental, Social, and Governance Impact Investing) for over ten years. We have intimate knowledge of how to put forward a Socially Responsible Portfolio. We do not look at this as a fad and believe that you can invest based on your values while still guarding your financial future.

What Makes Us Different

We Understand You

Our clients are almost exclusively Technology Professionals and Executives  who have titles such as (CIO) Chief Information Officer and (CTO) Chief Technology Officer. We know how to serve your unique situation.

A Personalized Process

We have a five-meeting process to onboard our clients. Including a sixty-four-question, Total Client Profile, Wealth Management Tracking System, a Wealth Management Formula of WM=IC+AP+RM, and Mind Mapping/Behavioral Finance Questionnaires.

Security and Privacy are Paramount to our Practice

Since we are both a physical and virtual office, we want you to be confident that we are doing everything we can to keep your personal information secure. We have gone so far as to hire a private outside firm to work with us to find any potential security issues before they arise.

100% Virtual Office Capabilities

While many firms only recently have been displaced from a physical office, Sentinel Wealth has been virtual since 2013. We can provide you the same excellent service right from the comfort and safety of your home.

12 Years of Technology & Nearly 20 Years of Wealth Advisory Expertise

David worked in the Technology/Military field for almost 12 years before becoming a Financial Planner, including companies such as Livingston Enterprises, Ascend, and Lucent Technologies.

Focused Attention

We intentionally limit our total number of clients. This allows us to concentrate our attention on you and your goals.

Check the background of your financial professional on FINRA’s BrokerCheck.

Financial Insights

Focused on the issues that are important to you

COVID Relief From Congress

COVID Relief From Congress

There’s a lot to unpack in the newly-passed, newly-signed American Rescue Plan bill, beyond the fact that the government is once again sending checks out to American families…

Looking for a personal relationship with an advisor that understands you?

Looking for a personal relationship with an advisor that understands you?