Sentia Wealth is a retirement planning and wealth management firm serving privately held companies, business leaders, families, and individuals. For more than 30 years, the firm has helped organizations design, implement, and manage retirement plans that support both owners and employees, while helping individuals plan for the future. Its services include corporate 401(k) and profit-sharing plans, cash balance plans, owner-focused plan design, education and ongoing support, and individual wealth planning.

Sentia works with small and midsized businesses, closely held companies, professional employer organizations, and executives with complex compensation, including deferred pay, equity, and bonuses. The firm emphasizes hands-on service, accessible guidance, and education through annual meetings and group sessions. Its approach uses evidence-based investing and considers tax reduction when designing plans and strategies.

Sentia reports more than 30 years managing corporate retirement plans, approximately $300 million in assets under management as of August 2026, and active client relationships in more than 40 states. Securities and advisory services are offered through Cetera-affiliated entities, subject to registration and availability