SEC CRD #801-61393
Sentinel Wealth Management :: Financial Planning Services 0 Skip to Content Open Menu Close Menu Open Menu Close Menu Prepare to Live Your Life ® We specialize in retirement, tax, and investment planning, helping you achieve your financial goals at every stage of life. Schedule a Consultation → Top Financial Professionals Ranked Among Top Fee-Only Advisers Are You Prepared To Realize Tomorrow’s Dreams… Live Your Life Today? It all starts with a plan . At Sentinel Wealth Management, we believe in the power of a comprehensive strategy that gives you the confidence to navigate both today and the future. Whether you're preparing for retirement, managing taxes, or optimizing investments, we’ll work with you to create a plan that adapts as your life evolves, so you can focus on living fully today while securing the future you deserve . Let’s Build Your Plan → WHAT WE OFFER Comprehensive Financial Services Tailored to You. Investment Management We build customized, diversified portfolios aligned with your goals, risk tolerance, and the broader picture of your financial life. LEARN MORE → Retirement Planning From your first steps toward retirement to enjoying the years ahead, we help you navigate every decision with confidence, clarity, and a plan built around your life. LEARN MORE → Tax Planning We thoughtfully integrate tax strategy into every part of your financial plan to help you keep more of what you earn—now and in the future. LEARN MORE → Estate Planning We help you plan your
JAMES MARK JOSEPH
PRESIDENT/CCO
📞 (703) 787-5770
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AUM
$389M
Location
RESTON, VA
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