Sentinel Rock Wealth Management, LLC.
Financial Services - Scottsdale, Arizona, United States
Sentinel Rock Wealth Management, LLC. Employees
Sentinel Rock Wealth Management, LLC. Details
Welcome to Sentinel Rock Wealth Management Sentinel Rock Wealth Management (SRWM) specializes in creating asset preservation and investment management strategies that are tailored to fit you. SRWM is affiliated with the leading asset preservation company in Nevada, Nevada Trust Company, and we have well over 100 years of combined investment management experience. Each of our clients benefits from our ability to provide innovative solutions for asset preservation, estate planning and administration, business succession planning and investment management. We do not believe that any two clients are identical, so we don't use a "bucket" approach or "rule of thumb" to manage investments. Each relationship begins with a thorough assessment of your goals and objectives along with your household balance sheet, income statement, and personal health and risk tolerance. We believe that any investment strategy should be dynamic therefore we will carefully monitor and incorporate any changes in your financial picture into your broader investment strategy. An asset preservation strategy is essential for retirement planning. Our asset specialists will provide you with a comprehensive holdings assessment to determine if you have the proper strategy to help ensure your retirement funds are always there when you need them.
