Independent Advice.
Fiduciary Commitment.
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.
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."
Professional Expertise
At Sentara Capital, we combine expertise and technology to deliver results. Our Chartered Retirement Planning Counselors (CRPC) and industry veterans turn complex market data into clear, actionable strategies. We don’t just understand markets—we help you navigate them with confidence toward your financial goals. Meet the Team.
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.
Technology
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.
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. Design
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.