Personal Wealth Planning
Wealth Management
Build and protect your wealth with tailored investment strategies designed to match your goals, risk tolerance, and time horizon. Our approach balances growth opportunities with risk management to keep you on the path to your financial goals.
Financial Planning
A comprehensive financial plan is the foundation of a successful future. We analyze your income, expenses, investments, and goals to develop a roadmap that helps guide you toward lasting financial security.
Bill Turner
Financial Advisors | Partner
Bill Turner is a Financial Advisor at Sentia Wealth. He studied at Ferris State University and Walsh College on his path to becoming a Certified Public Accountant. In 1978, he discovered his passion for financial advising and earned...
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Michael Moon
Wealth Advisor
Michael Moon is a Wealth Advisor at Sentia Wealth. He holds a Bachelor’s degree in Finance from Walsh College and brings over 15 years of diverse client service experience across multiple industries. Michael specializes in developing...
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Olivia Pannecouk
Administrative Assistant
Olivia Pannecouk is an Administrative Assistant at Sentia Wealth. A 2024 graduate of Rochester University, she is enthusiastic about beginning her professional career in the financial services industry. Olivia enjoys spending quality...
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