Connecticut advisory offices
Fiduciary Investment Advisors in CT for Retirement and Legacy
Sentinel Asset Management helps Connecticut families plan retirement income and manage portfolios. Offices in Fairfield, Middletown and West Haven.
- CT offices in Fairfield, Middletown and West Haven
- Every portfolio guided by a written Investment Policy Statement
- 100+ years of combined advisory experience across 5 offices
2,000+ clients guided into retirement and legacy planning
Prefer to talk? Call 203-793-0707
Talk with a Connecticut advisor
Share a few details about your situation and an advisor will reach out to set up a call.
Why Connecticut families call Sentinel
A portfolio built around you
We use model portfolios shaped by your investment goals, income needs, tax situation and tolerance for risk.
Globally diversified by design
Our asset management is rooted in modern portfolio theory and the work of Harry Markowitz, using deliberate diversification to address unsystematic risk.
Written plan, not guesswork
Each portfolio follows an Investment Policy Statement, is stress-tested under different market conditions and is watched for style drift.
Tax and estate work in one place
Roth conversions, tax-loss harvesting, withdrawal sequencing, account titling and beneficiary reviews are coordinated as one plan.
Advisors near you in CT
Meet at our Fairfield, Middletown or West Haven offices, part of 5 offices with 100+ years of combined advisory experience.
Planning for harder chapters
We also support families who need lifelong care planning and people working through the financial side of divorce.
How we work with investors in Connecticut
Sentinel Asset Management is a comprehensive financial advisory firm with Connecticut offices in Fairfield, Middletown and West Haven, plus offices in Maryland. Our team includes a Certified Financial Fiduciary® Investment Advisor Representative, and together we bring 100+ years of combined advisory experience.
We start with your full picture: the accounts you hold, the income you will need, your tax situation and how much market movement you can live with. From there we build and monitor a portfolio, and coordinate the tax and estate pieces around it.
- Model portfolios matched to your goals, income needs, tax situation and risk tolerance
- A written Investment Policy Statement for every client portfolio
- Portfolios stress-tested under different market conditions and monitored for style drift
- The PRIME risk framework: Purchasing Power, Reinvestment, Interest Rate, Market and Exchange Risk
- Structured withdrawal buckets across taxable, tax-deferred and tax-free accounts
- Tax management including Roth conversions, tax-loss harvesting and Qualified Charitable Distributions
- Estate review of titling, beneficiary designations, wills and trusts, alongside your estate attorney
- Dedicated planning for families with special needs and for clients going through divorce
What happens after you reach out
1. A call to understand you
We talk about your accounts, your income needs, your family and what you want your money to do.
2. A look at your current setup
We review your holdings, tax picture, beneficiary designations and titling, and show you what we see.
3. A plan you can act on
If we are a fit, we outline a portfolio and an Investment Policy Statement, plus the tax and estate steps that go with it.
Frequently asked questions
Are you investment advisors based in Connecticut?
Yes. Sentinel Asset Management is a financial advisory firm with Connecticut offices in Fairfield, Middletown and West Haven, and our mailing office is in Wallingford. Our team includes a Certified Financial Fiduciary® Investment Advisor Representative.
What does it cost to work with you?
Fees depend on the services you use and the accounts we manage, so we do not list one number here. The first call is where we explain the services, how we work and what is included. Our Retirement Income Course is complimentary at $0 to attend.
Is there a minimum amount I need to invest?
We do not publish a minimum. Tell us about your accounts and goals on the call and we will be straight with you about whether our services fit your situation.
Which states can you serve?
We serve clients in Connecticut, Maryland, Florida, Massachusetts, Maine, North Carolina, New Jersey, Pennsylvania and Rhode Island. We do not work outside the United States.
Do you prepare tax returns or draft wills and trusts?
No. We do not prepare tax returns and we do not draft legal documents. We handle the roughly 98% of estate planning that does not require a lawyer, such as accounts, insurance policies, titling and beneficiaries, and we work alongside your estate attorney and CPA.
Do you hold free retirement classes in Connecticut?
Yes. Our complimentary Retirement Income Course runs at venues such as Fairfield University, Wesleyan University, Goodwin University, Tunxis Community College, the University of New Haven and Shelton Community Center. Sessions typically hold 12 spaces. The course is educational only and attending does not create an advisory or fiduciary relationship.
Ready to speak with an advisor in Connecticut?
Tell us what you are planning for and we will set up a call. Offices in Fairfield, Middletown and West Haven, with 2,000+ clients guided into retirement.
- CT offices in Fairfield, Middletown and West Haven
- Every portfolio guided by a written Investment Policy Statement
- 100+ years of combined advisory experience across 5 offices
Prefer to talk? Call 203-793-0707