Sentinel Advisory Group

Sentinel Advisory Group

Tailored Financial Planning in Middleton, WI

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  • Who We Are
    • Meet Our Team
    • Our Credentials
  • What We Do
    • Our Process
    • Clients We Serve Best
    • Services
  • Insights
  • Testimonials
  • Contact
  • Client Logins
    • Account Access
    • Estate Planning Access
    • Right Capital
    • Income Lab
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CLU®

Chartered Life Underwriter®

The premier designation for insurance professionals was launched in 1927 and is the insurance profession’s oldest standard of excellence. Today, it continues to couple in-depth insurance knowledge with a comprehensive education in estate planning, business succession planning, personal financial planning, ethics and client service.

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1600 Aspen Commons,
Suite 825
Middleton, WI 53562

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

© 2026 Sentinel Advisory Group

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Advisory services offered through Sentinel Advisory Group, a Registered Investment Adviser

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