FAMILY, FUTURE, FINANCE
Our clients never question our commitment to keeping them informed, especially during market turbulence.
- Will Allen CEO
Investment Philosophy
Process, not a product
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Figuring out your financial goals helps you choose the right investment risk for you and your family
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We give you recommendations on the right amount to save, and help you with consolidating your investments together, all in one place so you can see the big picture at a glance.
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Regular market education and portfolio updates so you can consistently stick with your investment plan, even in challenging market environments.
It’s your money. It’s your goals.
Process, not a product
Let us build a portfolio to reflect your values as an individual. We start with the big picture of your current total wealth, then we drive it toward your goals. No more investing in companies that you don’t love, who don’t reflect your values, and who underperform in the market. True wealth management is work, expect nothing less than that…hard work and expertise.
Financial Monitoring: Schwab
Our partner custodian, Altruist, offers an advanced platform for trading and portfolio management. With integrated tools such as performance tracking, account opening, deposit and withdrawal access, all built right into the app, our clients know information about their portfolio 24/7.
Portfolio Access: eMoney
Elements is a set of financial indicators that provide a clear view of your financial health. You can think of the Elements scorecard like your vital signs at a doctor’s office: they help us both see how you’re doing financially and where we should focus our effort to help you progress to
Transparent fees
As a fiduciary, Sentara Capital is required to focus on your best interests. That extends to our financial advice.” - Will Allen
Our average, 1% annual assets under management, you get access to a full-service financial advisory relationship. One advisor who will customize to your own unique financial goals. For you and your family’s financial success, we believe having a relationship with an advisor is essential. We DO NOT charge commissions, what you pay for is true wealth management and advisement, not one off commissions to salesmen.
We do not charge commissions. This is a big deal.
Technology
Ask the right questions & get the big picture
Are you taking the right amount of risk? Do you have the right mix of assets?
How much wealth makes work optional? Are you using your income wisely? Ask your advisor questions and watch your money grow in one consolidated place on your smart phone 24/7.
The Process
1. Goals
Planning & Assessment:
Where are you in your financial journey? We help you drive your financial goals forward so you have the correct amount of wealth for your future.
2. Desgin
Building a Portfolio:
Based on your answers, we design a custom portfolio mix for your risk tolerance, timeline, and retirement horizon.
3. Manage
Bespoke Wealth Management:
We grow your wealth in the market keeping you updated and educated throughout the years. Ongoing communication is key, there is no shortcuts, true wealth management is work.
It all starts with a conversation.
Personalized Client Support:
Our commitment to personalized client support means that your unique financial situation is our top priority. We offer customized financial strategies that cater to your individual goals and needs. With dedicated client advisors by your side, your financial success is not just a goal – it's our mission."
Comprehensive Financial Planning
We specialize in crafting comprehensive financial plans designed to help you achieve your long-term financial goals. Our expert team covers every aspect of your financial life, from retirement to investments, estate planning, tax optimization, and risk management. Sentara Capital's tailored financial solutions are your roadmap to financial security and prosperity."
Technology & Certified Advisors
At Sentara Capital, you'll benefit from the expertise of our highly experienced and certified financial advisors. Our team includes Certified Financial Planners (CFPs), Chartered Financial Analysts (CFAs), and seasoned professionals with the latest in proven technologies. With decades of experience, Sentara Capital is dedicated to providing you with trusted financial guidance."