Sentinel Advisory Group - Middleton, Wisconsin

Jessica S.

For the past three years, our financial well-being has been expertly managed by Peter and his team at Sentinel Advisory Group, through their investment management and retirement planning services. Peter has consistently provided exceptional service and guidance. His communication is always clear, timely, and insightful, making complex financial matters easy to understand.

Peter's smart investment advice has been instrumental in growing our portfolio and solidifying our retirement plans. We've been consistently impressed with his proactive approach and his ability to navigate market fluctuations with sound strategies.

We strongly recommend Sentinel Advisory Group to anyone seeking reliable and effective wealth management services. Their commitment to client success and their expertise in investment and retirement planning make them a trusted partner in achieving financial goals.

Josh B.

Sentinel Advisory Group does fantastic work! They consistently update me on products and my investments. Peter and his staff do an amazing job. I highly recommend setting up a meeting if you are not already a client. Great customer service all around.

Megan C.

Our family has been working with Nathan for years and we deeply value the trust, transparency, and the commitment to help reach our retirement goals. The team at Sentinel is truly dedicated to meeting you where you are, but also providing a vision of how to navigate life changes or even hit those stretch goals — whether that’s retiring early, paying for college, or major career changes. We can’t recommend them enough. Thank you Nathan and team!

Allison C.

I have been going to Brent and his team for years now to manage my retirement. As someone who once knew nothing about investments and retirement plans, Brent was patient and explained things to me so I was able to understand. He has made it very easy for me to understand where my money is going and what I can expect in the future. I trust him and his team and am happy to recommend him to anyone!

Sherry C.

Brent has a comprehensive knowledge of the market and products. He works diligently to meet our personal needs as we plan for retirement. He uses tools to evaluate how each financial decision impacts our portfolio, allowing us to maximize our benefits and minimize our risks.

Aaron O.

I met Brent and his team (especially Derek) while I was in pharmacy school and have stuck with him since then! As a student he was more than willing to provide information to me regarding my student loans and now as a pharmacist he is always there to answer my questions. He has even gone out of his way to drive about an hour just to meet and discuss planning for my retirement. He listened to my goals, figured out what my next few years looks like, and has made a plan tailored to me as an individual. I am 100% certain I have one of the top financial advisors available (as many of the others I have learned about did not know much of the same things Brent knows). I would recommend him highly to all pharmacists I know.

Danielle L.

Brent was incredibly accommodating and was able to proactively build a plan that made me feel comfortable with my financial goals! I have recommended him to friends and family. Great individual!

Adam K.

Brent provides top notch service to everyone he works with! I’ve know him both personally and professionally for years, and he’s always treated everyone the same and is super knowledgeable! You won’t regret working with him!