Sentinel Advisory Group

Sentinel Advisory Group

Tailored Financial Planning in Middleton, WI

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    • Meet Our Team
    • Our Credentials
  • What We Do
    • Our Process
    • Clients We Serve Best
    • Services
  • Insights
  • Contact
  • Client Logins
    • Investor360 Login
    • Income Lab Login
    • Right Capital
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Home | Sentinel Adivisory Group

Broaden Your Perspective.
Gain Financial Clarity.

Aligning Your Wealth with Your Life’s Purpose

Get the Most Life Out of Your Wealth Through Tailored Financial Planning

Money will come and go, but time is a finite, precious commodity we consume daily. At Sentinel Advisory Group, we help you align your resources with your desires and goals so you can create more moments with the people you love, doing what you enjoy most. We believe strategic wealth management is key to turning your vision of an incredible life into reality. Through our Financial Independence Planning process, we give you a clearer perspective on where you are today and what the best path forward is for tomorrow—so you can get the most life out of your wealth and experience greater confidence, and excitement about the future.

Sentinel

/ˈsentənəl,ˈsentn(ə)l/

A guard whose job is to stand and keep watch.

We consider ourselves to be the protectors of our clients’ financial lives. They entrust us with their hopes and dreams for the future, and we’re honored to guard them from the unexpected and help them stay on the right path.

The Sentinel Difference

Maximize Your
Best Life

We empower you to get the most life out of your wealth by helping you define your goals and build a plan that is tailored to them. As your partner, we look for unique opportunities to bring value to your life and help you achieve true financial independence.

Provide Financial Clarity

In order to have peace of mind, you have to know where you are, where you’re going, and what the right path is to get there. We’ll help you develop a clear perspective of your entire financial world and gain a deeper understanding of what’s possible.

Go the Extra Mile

Being entrusted with your financial future means the world to us, and it’s a responsibility we don’t take lightly. Our mission is to bring value to your life, exceed your expectations in every way that we can, and go above and beyond to serve you.

Forbes Best-In-State Wealth Management Teams 2024

Best-in-State

Sentinel Advisory Group was recognized on the Forbes Best-In-State Wealth Management Teams list for 2024. The Best-In-State ranking is based on a rigorous, multi-layer selection process that goes beyond quantitative data.

View Our Profile

2024 Forbes Best In State Wealth Management Teams, created by SHOOK Research. Presented in Jan 2024 based on data from March 2022 to March 2023. 10,144 Management Teams were considered, approximately 4,100 Teams were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit www.forbes.com.

Sentinel Advisory Group Logo

1600 Aspen Commons,
Suite 825
Middleton, WI 53562

Phone: 608-579-9350
Fax: 608-579-9351
team@sentineladvisory.com

© 2025 Sentinel Advisory Group

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Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

The Financial Advisor(s) associated with this website may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s Broker Check for a list of current registrations. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

Check the background of our firm on FINRA’s Brokercheck