Sentient Financial

Our Mission

At Sentient Financial, we are committed to simplifying and empowering your financial journey in an authentic manner. Our mission is to bring clarity and simplicity to managing your financial concerns and investment strategies, ensuring confidence in every step. We believe in guidance that empowers you to make informed decisions, fostering financial well-being and peace of mind. We are dedicated to providing straightforward solutions, demystifying complexities, and building an authentic partnership that instills confidence in your financial future. Your success is our priority.

Our Approach

We take the time to understand your unique situation, uncovering your dreams, goals, and risk tolerance. We create lasting relationships built on open and honest communication, where transparency and trust are the norm. Our approach is tailored to your needs and goals, and we are committed to staying informed about your circumstances and comprehending your most pressing financial concerns.

Wealth Management

Building wealth over your lifetime requires persistence and focus. The current economic landscape poses numerous challenges, yet adhering to a disciplined financial plan guided by someone you trust can offer opportunities and potential rewards. We believe that short-term trends are temporary, while long-term trends endure. Our experienced team is dedicated to helping you navigate the complexities of the financial markets, providing you with expert guidance and personalized planning to achieve your goals.

Investment Management

We utilize a collaborative approach to investment management, combining our expertise with a deep understanding of your goals and risk tolerance. By staying informed about your financial situation and market trends, we help you make informed investment decisions that align with your values and goals. Whether you're nearing retirement, already retired, or seeking a better understanding of investment concepts, we are here to assist you in achieving your financial objectives.

Tax Management

Proper tax planning is essential for individuals and businesses alike. Our comprehensive approach to tax management enables you to minimize taxes, maximize your after-tax income, and create a more sustainable financial foundation. Whether you're looking for tax planning strategies, tax preparation, or tax controversy resolution, we have the expertise to help you navigate the complex tax landscape.

Estate Planning & Risk Management

Estate planning is a critical aspect of your overall financial plan. Our experienced team helps you create a comprehensive estate plan that ensures your assets are properly distributed according to your wishes. We also provide guidance on risk management strategies, helping you protect your financial future from unforeseen events.

Financial Planning Services

Our financial planning services are tailored to your unique needs and goals. We take the time to understand your financial situation, identifying areas for improvement and developing personalized strategies to help you achieve your objectives. From retirement planning to investment management, we provide expert guidance and personalized planning to help you achieve financial success.

About Us

At Sentient Financial, we pride ourselves on our commitment to client education and the cultivation of authentic relationships. Our principal, Patrick Thompson, AWMA, has a genuine passion for helping individuals and families achieve their financial goals. With a belief that being a financial advisor extends beyond a mere professional title, Patrick actively engages in the financial landscape, always striving to expand his expertise and stay abreast of evolving trends.