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Guiding those who aspire to achieve and enjoy financial security.

Your Vision. Realized.

Every client has a unique vision for their financial future. At Sentinel Bridge, our mission is to help your vision become your reality.

We take the time to ask the important questions, striving to understand your goals and deeply held values. This enables us to build holistic, personalized financial plans that align with your distinct vision. Our dedicated team simplifies the implementation process for even the most sophisticated planning, making it as seamless and stress-free as possible. We understand that life is dynamic, which is why we continuously work with you to adapt your plan as your family, career, and financial circumstances change.

The result is your financial vision. Realized.

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Family in yosemite

We are committed to building and enjoying long-term relationships with our clients—walking alongside them for multiple generations as their financial journey progresses.

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Our Expertise

We craft financial plans using both investments designed for growth and insurance for protection. This approach allows us to bring together the core elements of your financial life and helps you make decisions that are aligned with your deeply held values.

Financial Planning

Retirement Planning
Education Funding
Estate Planning

Asset Management

Investment Advisory Programs
Private Client Services
Brokerage Services

Defensive Planning

Life Insurance
Disability Insurance
Long-Term Care Planning

Business Planning

Employee Benefits
Key Employee Retention
Business Succession Planning

All investments carry some level of risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against a loss. Past performance is not indicative of future results.

Case Study in Financial Planning

David discusses how a financial plan can help set you up for success in good times and the not-so-good times.

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