Sentinel Advisory Group

Sentinel Advisory Group

Tailored Financial Planning in Middleton, WI

  • Who We Are
    • Meet Our Team
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  • What We Do
    • Our Process
    • Clients We Serve Best
    • Services
  • Insights
  • Testimonials
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  • Client Logins
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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
    • Investor360 Login
    • Income Lab Login
    • Right Capital
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Testimonials

At Sentinel Advisory, our greatest measure of success is the trust and satisfaction of our clients. Each relationship we build is grounded in integrity, expertise, and a deep commitment to helping you achieve your financial goals. The words of those we’ve served speak volumes about the dedication, care, and personalized guidance we bring to every engagement. We’re proud to share their experiences and grateful for the opportunity to make a lasting impact on their financial journeys.

“We strongly recommend Sentinel Advisory Group to anyone seeking reliable and effective wealth management services. Their commitment to client success and their expertise in investment and retirement planning make them a trusted partner in achieving financial goals.”

Jessica Sweetland

Disclosure: The statement was provided May 2025 by Jessica S. who is a Client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed

“Sentinel Advisory Group does fantastic work! They consistently update me on products and my investments. Peter and his staff do an amazing job. I highly recommend setting up a meeting if you are not already a client. Great customer service all around.”

Joshua Blasi

Disclosure: The statement was provided April 2025 by Joshua Blasi who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

“Our family has been working with Nathan for years and we deeply value the trust, transparency, and the commitment to help reach our retirement goals. The team at Sentinel is truly dedicated to meeting you where you are, but also providing a vision of how to navigate life changes or even hit those stretch goals — whether that’s retiring early, paying for college, or major career changes. We can’t recommend them enough.”

Megan Costello

Disclosure: The statement was provided April 2025 by Megan C. who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

“Brent has a comprehensive knowledge of the market and products. He works diligently to meet our personal needs as we plan for retirement. He uses tools to evaluate how each financial decision impacts our portfolio, allowing us to maximize our benefits and minimize our risks.”

Sherry Coughlin

Disclosure: The statement was provided July 2019 by Cheryl C. who is a Client and relative. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

 

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.

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