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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-01-2003
- Office Locations
- 1
Office Locations
About Sentinel Wealth INC
Sentinel Wealth & Tax is a Florida retirement-focused RIA and CPA practice serving retirees, widows, and clients 55+ with integrated tax planning/prep, retirement income and cashflow planning, and discretionary portfolio management. Portfolios emphasize low-cost ETFs and stocks with tax-loss harvesting and hedging as needed, custodied at Altruist. Differentiator: a “family office” style Legacy BluePrint that documents and can help manage household workflows (bill pay, vendors, wellness checks) as needs change.
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Owner & Executives
CHRISTOPHER GUY RAGAIN
President
- CRD
- #4721922
- Ownership
- 75% or more
Christine Ann Ragain
Managing Director, Owner
- CRD
- --
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,013,032 | -- |
| Non-Discretionary | $279,149 | -- |
| Total | $34,292,181 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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