As your fiduciary, we serve as a trusted steward of your financial life, placing your interests at the center of every decision we make. That means every recommendation we make — whether related to investments, planning strategies, or custodian selection — is guided solely by what we believe is right for you. We maintain relationships with multiple custodial platforms, allowing us to select the provider that best aligns with your specific needs, preferences, and overall financial strategy. This flexibility ensures that our advice remains objective, independent, and fully focused on delivering the best possible outcome for you.
Goldman Sachs* Custody Solutions offers clients of independent advisors access to institutional-grade solutions and custody services. We transform the client experience with an intuitive, digital-forward platform to enhance your advisor’s transparency. Our modern, nimble, and ever-evolving open architecture network connects advisors to best-in-class services and tools. More than just a custodian, we are a gateway to the institutional power of Goldman Sachs.
Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. For more information about Fidelity Investments, visit Fidelity.com.
The Charles Schwab Corporation is one of the nation’s leading providers of financial services. Through their operating subsidiaries, they provide securities brokerage, money management and financial advisory services to individual investors, independent investment advisors, and corporate and retirement plan sponsors and participants. The Charles Schwab Corporation is financially stable, and they are committed to their continued financial health. Their capital structure and liquidity are sound, and their internal controls and business standards are designed to keep client assets safe. They maintain a disciplined focus on risk management and strive to operate the firm conservatively to minimize investment risks. They know that their success ultimately depends on how they serve all of their clients and their confidence in Schwab. Learn more here.
*Custody, clearing and certain brokerage services are provided by Folio Investments, Inc. d/b/a Goldman Sachs Custody Solutions (GSCS), an SEC-registered broker-dealer and member FINRA/MSRB/SIPC. Additional brokerage services are provided by Goldman Sachs & Co. LLC (GS&Co.), an SEC registered broker-dealer and investment adviser, and member FINRA/MSRB/SIPC. GSCS and GS&Co. are not your investment advisors and do not provide investment advice to you or your investment advisor. The information provided here shall not constitute an offer, solicitation, or advice by GSCS or GS&Co. to buy or sell securities. GSCS and GS&Co. do not control, and are not responsible for, any information or other content provided on Sentinel Wealth Partners’ website, including any prospectuses, reports, summaries, or other data provided herein.
*Fidelity Investments (“Fidelity”) is an independent company unaffiliated with Sentinel Wealth Partners. Fidelity is a service provider to Sentinel Wealth Partners. There is no form of legal partnership, agency affiliation, or similar relationship between them and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity is a registered service mark of FMR LLC. Fidelity Investments provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.
*Charles Schwab – These materials have been independently produced by Sentinel Wealth Partners. Sentinel Wealth Partners is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Sentinel Wealth Partners provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.