Our Philosophy

"Centinel” is an American Revolutionary term used to signify guarding and protection. Our brand is a direct reflection of our planning philosophy to help our clients accumulate, protect and preserve their lifestyle, assets and loved ones.

What this means is that we invest the time to understand the challenges that our clients face in today's economic environment and design innovative and creative strategies that help our clients reduce or eliminate these challenges and maximize their opportunities. The real benefit is the clarity and confidence our clients feel in regard to their financial security.