Sentinel Group is a single resource to manage all employee benefits. Founded in 1987, we have grown to be the second largest benefit consulting and administration practice in Massachusetts.
Our services include:
WEALTH PLANNING SERVICES
> Investment Advisory Services
> Retirement Plan Administration
> Open Architecture Retirement Plan Recordkeeping
> Defined Benefit & Cash Balance Plan Services
> Actuarial Consulting
> Employee Stock Ownership Plans
LIFE PLANNING SERVICES
> Group Benefits Brokerage
> Flexible Spending Account Administration
> Health Reimbursement Plan Administration
> Health Savings Accounts
> Transportation Plan Administration
> COBRA Administration
At Sentinel Benefits & Financial Group, we have been putting our clients first for more than two decades. In fact, building meaningful relationships with our clients to help them achieve their goals is the work we do.
What differentiates us from competitors is how we approach our work. The business of providing employee benefits and financial services is not unique. There are many choices. However, brand and experience alone do not always translate to the best solution.
We recognize that the only way to truly help a client is to know them first. We take the time to listen before we make recommendations. Through our interactive consulting process, we bring true custom solutions that deliver value to our clients.
Member of Focus Financial Partners, LLC since January 1, 2007.
Vertex Solutions is a human capital performance and learning technologies company. We have partnered with more than 80 federal agencies and hundreds of commercial organizations to ensure sustainable success through end-to-end, technology-enabled learning and development solutions. Our customized, scalable services have been deployed across a range of functions, levels, and geographies for more than 25 years.
Vertex Solutions understands the entire learning system and how to incorporate innovative methods and technologies to improve training effectiveness while reducing overall costs. We help our clients successfully deploy new business processes to enhance learning programs, develop customized learning content that aligns with organizational goals, implement new performance technology systems, and boost training program adoption through targeted communications strategies.
Vertex Solutions is a technology provider focused on improving performance with learning technology, including Extended Reality (XR) systems integration, 3D modeling, Simulation, Animation, and pilot training. Vertex is the preferred vendor for helping individuals learn faster, recall longer, and perform better in their jobs.
Precision Without Pause
Pinnacle Advisory Group is a private wealth management firm, founded in 1993 and headquartered in Columbia, Maryland, with additional offices in Naples and Miami, Florida. We work with more than 1100 families and manage over $1.8 billion in assets for clients in the mid-Atlantic region, Florida and around the world.
We serve as your family’s personal Chief Financial Officer, and ensure your overall financial goals are met in a responsible way, through the combination of comprehensive financial planning and active portfolio management. Our team has a single mission: to help you live the life you’ve worked so hard to enjoy. When we take on new clients, they become part of our extended family, and in the past two decades, we’ve developed multi-generational relationships with many of them.
Those we work with include successful professionals, corporate executives, business owners, entrepreneurs, and individuals and families with substantial and complex assets. Our clients’ investable assets typically exceed $1.5 million, but our present minimum for new clients is $500,000.
We are strictly fee based and receive no commissions.