Helping Professional Advisors

Our team partners with family offices, attorneys, accountants, wealth advisors, and other professionals to manage the insurance needs of affluent individuals and families.

Whether working independently or in partnership with you, we assess and manage exposure so that your clients and you can rest easy.

With the capabilities and resources of a national broker and the personalized attention of a regional firm, we deploy an in-depth strategic process that allows us to deliver an unparalleled, concierge-level client experience.

Our Solutions and Services

Schedule a Meeting

Your Private Client Services Team

Ben Wilda, CPRIA

Hilery Kulin
Account Advisor

Karlyne Maxwell
Account Advisor

Sherri Walker, CPCU, AIM, AIC, AINS
Director of Claims

Get Started Today With a Complimentary
Group Personal Excess Liability Insurance

Thought Leadership Insights

The Sentinel Difference

Custom-Tailored Coverage
Sentinel’s process is unparalleled in the industry. We design a comprehensive insurance program unique to your specific risk profile.
Claims Advocacy
Sentinel’s claims advocacy team delivers a concierge approach that ensures a smooth and successful claims experience.
Account Management
The depth of service from your Sentinel team is second to none. Your advisor and your dedicated account manager are available to respond to any requests or needs you may have.
Program Monitoring
Sentinel monitors your program and conducts annual reviews to ensure your program keeps pace with your changing lifestyle and financial circumstances.
Access To Top Insurance Carriers
Sentinel works with industry-leading carriers who specialize in serving affluent customers.
Coverage For A Modern World
Sentinel addresses modern day threats that competitors can often overlook, including cyber fraud, identity theft, protection for assets owned by trusts and limited liability companies, and domestic employment practices liability.
Previous slide
Next slide