Focus Partner Firms are transforming the landscape of wealth management.
Focus Financial Partners is at the forefront of a growing movement towards transparency and independence that’s sweeping the wealth management industry. Our partners are carefully selected based on the highest standards of excellence. Together they form a powerful network that supports collaborative relationships and the sharing of resources and best practices. Find out how the Focus partnership can help grow and invigorate your business.
Sentinel Benefits & Financial Group, Reading, MA
Focus Partner since January 2007
“The Focus Financial partnership is an entrepreneur’s dream. Upon joining Focus, we successfully transitioned a partner out of the business, while maintaining a very capable leadership team. Since then we have accelerated our growth by acquiring new businesses and successfully transitioning their clients to Sentinel.” — Sam Mitchell, President and CEO
Based in Reading, MA, Sentinel Benefits and Financial Group, a leading provider of employee benefit outsourcing solutions, was started over 20 years ago by John and Jim Carnevale with their father, Anthony. Through vision, family values, leading technology, and a commitment to clients, Sentinel earned its reputation for integrity, expertise, and innovation in the employee benefits industry. Sentinel is an excellent choice for clients seeking a single resource to manage all of their employee benefits including group insurance brokerage, Flexible Spending Accounts, Health Reimbursement Accounts, COBRA, retirement plan consulting and administration and investment advisory services. Today, Sentinel serves over 3,200 businesses throughout the United States and continue to expand through new business development activities and acquisitions of complementary businesses.