Sentient Wealth Group is a financial advisory firm serving individuals and families in the Twin Cities, with a focus on people aged 50 and older and those navigating major life changes. For more than 25 years, the firm has helped over 500 families prepare for retirement and make informed decisions during transitions such as divorce, inheritance, or the sale of a business. Its approach begins with understanding each client’s priorities, goals, and desired legacy, then building a personalized plan to support the next stage of life.

The firm offers comprehensive financial planning, investment management, retirement planning, estate planning, tax planning strategies, and risk management. Services can address budgeting, cash flow, education funding, charitable giving, retirement income, Social Security decisions, portfolio diversification, tax efficiency, and insurance considerations. Sentient Wealth Group also works with legacy-focused families, educators, small business owners, and corporate executives. Its four-step process clarifies goals, builds a plan, supports implementation, and reviews and adjusts strategies as circumstances change.