Independent Advice.
Fiduciary Commitment.
Our clients never question our commitment to keeping them informed, especially during market turbulence.
- Will Allen CEO
The Big Picture
A Goals-Based Approach
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Planning First: We begin every relationship with a comprehensive financial plan. We identify your goals and map out a specific strategy to reach them, creating a tailored investment allocation designed to get you there.
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Active Management & Communication: We continuously monitor your portfolio and conduct regular investment reviews to keep you on track. Beyond investing, we guide you through broader financial planning topics with proactive communication—our firm’s specialty.
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Market Education: We provide regular educational videos that cut through the noise, breaking down complex market trends into clear, straightforward insights you can actually understand.
Personalized Client Support
Your family is the "why" behind your wealth. We take the time to understand the people and the dreams behind the portfolio. Whether you are planning for your children’s education or your own retirement, we provide dedicated support to ensure your wealth serves the people who matter most to you.
Comprehensive Financial Planning
Your future shouldn't be left to chance. We create detailed financial plans that go beyond just investing. By coordinating retirement income, tax efficiency, estate planning, and risk management, we build a clear roadmap to help you navigate the decades ahead with confidence.
Professional Expertise
At Sentara Capital, we combine expertise and technology to deliver value. Led by a Chartered Retirement Planning Counselor (CRPC), our team turns complex market data into clear, actionable strategies. We don’t just understand markets—we help you navigate them with confidence toward your financial goals.
