Areas of Expertise

With access to lending products and services through Wells Fargo Affiliates, we are supported by specialists in virtually every wealth management discipline.
Sentinel Private Wealth Group of Wells Fargo Advisors serves a wide variety of wealth management and planning needs, and our specific areas of expertise include the following:





1 Insurance products are offered through nonbank insurance agency affliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. 

2 Wells Fargo Advisors is not a legal or tax advisor.  However, we will be glad to work with you, your accountant, tax advisors and/or lawyer to help you meet your financial goals.  Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state.  

*Offered through Wells Fargo Bank, N.A.

Wells Fargo Bank, N.A. (‘the Bank’) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management.  Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank.  In these instances, the Bank is responsible for the day-to-day management of any related accounts.

Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A.  Certain restrictions apply.  Programs, rates, terms, and conditions are subject to change without advance notice.  Products are not available in all states.  Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158).  Wells Fargo Clearings Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.  Equal Housing Lender. 
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Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AZ, CA, CO, FL, GA, IL, IN, KY, LA, MD, MN, MT, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WI, WV). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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