Serving you. Well.

You are intimately familiar with your personal or organization’s financial objectives. We are steadfastly dedicated to helping you design strategies to help you reach those objectives and more.

Together, we are robustly capable of meeting the challenges you face and making progress toward your end goals. Our team, as your partner, offers customized strategies and objective advice well-suited to your needs. Our consultative approach is personal and distinctive to your mission and objectives. In short, our focus is – and always will be – on you.

Erika R. Lara, CDFA^®

Financial Advisor, RJFS Partner, Sentinel Wealth Group

Wayne Knight, CRPS^™

Financial Advisor, RJFS Partner, Sentinel Wealth Group

Dynamic thinking makes a difference

We haven’t helped our clients succeed in the management of their financial affairs by espousing general advice. In fact, we consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

Visionary strategists aligned with you

With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. We personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life.

Success belongs to a class of its own

There’s a difference between extraordinary and extra ordinary. We know you fall in the former category and understand how to serve the needs of those with distinction. Our experienced team aims to help you propel forward with a sophisticated, well-crafted plan.

Impeccable attention to every detail

Attentive is an understatement. With our concierge-level client experience, we pay the utmost attention to you and your needs. We believe it’s this nuanced and proactive approach of handling every aspect of your financial life that sets us apart. Not to mention our steadfast commitment to excellence and dedication to quality.

Business Owners

Unique solutions for business owners and entrepreneurs.

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Women Investors

Understanding the challenges women face and how to help.

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Retirees

Nurturing wealth so you can live a longer, better life.

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Families & Individuals

A pragmatic approach to wealth management

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This journey has always been about reaching your own other shore no matter what it is, and that dream continues.

Diana Nyad