At Sentinel Wealth Partners, we serve as that constant presence in your financial life — an independent, forward-looking advocate whose sole mandate is the protection and intelligent advancement of your capital.

Markets shift. Tax regimes evolve. Liquidity events surface. Complexity compounds. We believe you deserve a partner who is not merely responsive, but relentlessly proactive — pressure-testing every strategy, scrutinizing every structure, and safeguarding against both visible risks and unseen vulnerabilities.



Investment advisory and financial planning services offered through Summit Financial, LLC, (“Summit”), a SEC Registered Investment Adviser doing business as Sentinel Wealth Partners. The opinions and comments expressed on this page do not necessarily represent the views of Summit. By clicking on any non-Summit link, you will enter a privately-owned site created, operated and maintained by a third-party. We have not verified the information and opinions found in third-party material, nor do we make any representations as to their accuracy or completeness. Neither Summit nor its affiliates endorse third-party products and services or their privacy and security policies, which may differ from ours. None of the statements on this page are intended to recommend any security, service, or product or to provide investment, tax, or any other advice.

Sentinel Wealth Partners

Org chart

Teams

Offices