For wealth creators looking to sustain their lifestyles and pass on their wealth, Sentinus provides comprehensive and personalized wealth management solutions tailored to each client’s specific needs.
Sentinus’ approach, fine-tuned over 69 years and now more varied and adaptable ...
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For wealth creators looking to sustain their lifestyles and pass on their wealth, Sentinus provides comprehensive and personalized wealth management solutions tailored to each client’s specific needs.
Sentinus’ approach, fine-tuned over 69 years and now more varied and adaptable as an independent company, combines proven industry best practices with leading-edge proprietary modeling tools. They begin with Comprehensive Wealth Risk Assessment, which gives them a comprehensive understanding of their clients’ finances. From there, Sentinus examines Estate and Asset Protection, Investment Analysis and Management, Business Succession, Customized Insurance Solutions and Philanthropic Planning as they apply to each client. These tools determine a clear path to sustaining the wealth of its clients for their lifetime and beyond, enhancing what is already financially right and shoring up what is not.
Sentinus is an open architecture firm that maintains a low profile primarily out of respect for their clients’ privacy and the fact new clients are attained on a referral basis.
Specialties: The firm focuses on the following specialties:
Comprehensive Risk and Opportunity Assessment
Estate and Asset Protection
Investment Analysis and Management
Customized Insurance Solutions
Business Succession
Philanthropic Planning
Sentinus is an independent Registered Investment Advisor.
Securities and Advisory services offered through Ausdal Financial Partners, Inc. Member FINRA / SIPC. 5187 Utica Ridge Rd., Davenport, IA 52807. 563-326-2064.
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