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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Sentient Wealth Group

Name: Sentient Wealth Group
Address: 768 Southcross Drive West, Burnsville, MN, 55306, US
Telephone: +19522294123

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Sentient Wealth Group

At Sentient Wealth Group, we believe that true wealth extends beyond numbers.

It's about achieving independence and living a life filled with confidence and clarity.

09/17/2026

Join us in wishing Josh a very happy birthday!

As CEO and President of Sentient Wealth Group, Josh leads with a strong commitment to delivering personalized, holistic financial guidance. With more than two decades of experience, he brings professionalism, reliability, and thoughtful insight into every client relationship—helping individuals and families plan for retirement, manage long-term growth, and prepare for the future.

We’re grateful for Josh’s leadership, expertise, and dedication to making a meaningful difference in the lives of those he serves. Wishing him a year ahead filled with continued success and celebration. Happy Birthday, Josh!

09/14/2026

September is Life Insurance Awareness Month! Life insurance is more than just a policy - it's peace of mind for you and your loved ones. Ensure your family's future is safeguarded, no matter what. Let's talk about your options and protect what matters most! 💙

09/10/2026

As the seasons change, September is a great time to check in on your financial health. 🍂

From savings and investments to retirement contributions and your emergency fund, a quick review now can help you make thoughtful decisions before year-end.

Read our latest blog for 5 important areas to review this September—and finish the year strong.

https://sentientwealthgroup.com/blog/your-september-financial-checkup-five-moves-to-make-before-year-end.html

09/07/2026

Happy Labor Day from Sentient Wealth Group! Today, we honor the hard work, dedication, and resilience of all workers. Your efforts drive our communities and our economy forward. We thank you for your commitment, energy, and passion.

Wishing you a safe and restful Labor Day.

09/03/2026

Fall is a great time for a financial check-in.

Our September newsletter covers a few timely topics, including portfolio alignment, RMD planning, small financial adjustments, and five planning moves to consider before year-end.

Read the newsletter and sign up for future insights: https://lp.constantcontactpages.com/sl/mDUzhGU/SentientNewsletter

08/31/2026

Welcome Back to School! Whether you’ve already kicked off the new year or soon will, we wish all students, parents, and school staff a fantastic school year.

We hope this year is filled with learning, growth, and unforgettable memories. Here’s to new beginnings, exciting challenges, and achieving great things together.

08/26/2026

Join us in wishing Matt a very happy birthday!

Since 2002, Matt has been helping individuals and families navigate their financial futures with care, insight, and a deeply personal approach. As a financial advisor at Sentient Wealth Group, he serves as a true partner to his clients—listening first, understanding their goals, and crafting thoughtful strategies to support every stage of retirement planning.

We’re grateful for Matt’s professionalism, dedication, and commitment to putting clients first. Wishing him a year ahead filled with continued success, meaningful connections, and new adventures. Happy Birthday, Matt!

08/18/2026

Educators spend their days investing in others—but their financial future deserves attention, too. If retirement planning keeps getting pushed to “later,” we’re here to make it easier now.

With 25+ years of experience serving educators, our team specializes in:

✔️ 403(b) retirement plan reviews
✔️ Pension education & guidance (TRA, PERA, MSRS, and more)
✔️ Social Security strategies aligned with your retirement goals

We help you understand your benefits, clarify your options, and build a plan that works as hard as you do. Consider us your financial advocates—so you can stay focused on your students, your career, and your family.

Let’s start planning your tomorrow – today. Learn more: https://sentientwealthgroup.com/

08/13/2026

Think you know everything about 529 plans?

Many investors are surprised to learn just how much flexibility today's 529 plans offer. From choosing an out-of-state plan to expanded qualified expenses—and even the potential to roll unused funds into a Roth IRA under certain conditions—there are several features that can make these accounts even more valuable for long-term planning.

In our latest blog, we highlight five lesser-known facts about 529 plans that every parent, grandparent, and education saver should know.

Read the full article here: https://sentientwealthgroup.com/blog/5-things-you-may-not-know-about-529-plans

08/11/2026

Back-to-school season is the perfect time to think about more than school supplies—it's also an opportunity to strengthen your family's financial future.

This month's newsletter covers 529 plans, budgeting for college, student loan strategies, and financial literacy resources for every stage of education.

Sign up to receive this month's newsletter and future financial planning insights delivered to your inbox.

https://lp.constantcontactpages.com/sl/mDUzhGU/SentientNewsletter

Address

768 Southcross Drive West
Burnsville, MN
55306

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+19522294123

Website

https://sentientwealthgroup.com/

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