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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CASL®

Chartered Advisor for Senior Living®

Widely adopted across the broad spectrum of financial services, the CASL® five-course curriculum prepares the financial professional to lead clients from middle age through retirement and assist them with the management, preservation, and transfer of wealth.

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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

The 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.

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