Sentinel Advisors Group is a financial and tax advisory firm serving individuals, families, business owners, and entrepreneurs. With 40 years in business and offices in Florida and New York, the firm brings tax strategy, financial planning, and business guidance together to help clients make informed decisions and support long-term financial stability.

Its services include tax preparation and proactive tax planning, comprehensive wealth management, investment management, retirement services, and estate and generational wealth planning. Sentinel also offers insurance strategies, including life, disability, and long-term care coverage, annuities, and premium-financed life insurance. For business owners, its offerings include specialized tax and financial strategy, business advisory, and fractional CFO services.

The firm takes a coordinated, strategy-first approach, considering how taxes, investments, insurance, and estate plans work together. Its stated goals include helping clients reduce unnecessary tax exposure, protect assets, plan for wealth transfer, and prepare for the future. Sentinel Advisors Group emphasizes a hands-on, client-focused partnership and provides services for both personal and business financial needs.