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Sentient Wealth Group

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Burnsville, MN
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.

09/03/2026

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

08/06/2026

Are you planning for your child’s education? A 529 College Savings Plan can be your best ally.

Here’s why:

✔ Tax Advantages: Contributions grow tax-free, and withdrawals for qualified education expenses are also tax-free. That means more money for tuition, books, and room & board.

✔ Flexible Savings: Use the funds for a range of educational expenses, including college, graduate school, and even K-12 tuition in some states.

✔ Control & Ownership: You remain in control of the account, and you can change beneficiaries if needed.

✔ State Benefits: Many states offer tax deductions or credits for contributions. Check your state’s program.

✔ Start Early, Save Smart: The earlier you start saving, the more time your money has to grow. It’s never too late to begin.

Give your child the gift of education while lowering their burden of debt.

Ready to learn more about 529 plans? Contact us today to start planning!

Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.

08/04/2026

Join us in wishing Suzanne a very happy birthday!

As our Chief Marketing & Growth Officer, Suzanne brings a strategic, results-driven approach to brand development, client acquisition, and sustainable growth. Her leadership, innovative thinking, and commitment to collaboration have helped elevate Sentient Wealth Group’s brand and deliver meaningful, measurable impact across the organization.

We’re grateful for her passion, expertise, and dedication—and we wish her a year ahead filled with continued success and celebration. Happy Birthday, Suzanne!

07/28/2026

Retirement isn't defined by what you buy—it's defined by the experiences you create, the memories you make, and the life you design.

Our latest blog explores why focusing on meaningful experiences can lead to a more fulfilling retirement and how thoughtful financial planning can help you work towards making those goals a reality.

Read the full article here: https://sentientwealthgroup.com/blog/retirement-is-about-experiences-not-purchases

07/22/2026

Thank you to everyone who joined us for our 2026 Mid-Year Investment Update presentation.

We appreciate the opportunity to share our perspectives on today's economic environment, including inflation, interest rates, the continued evolution of artificial intelligence, and the importance of disciplined portfolio management.

We're grateful for the thoughtful questions, engaging discussions, and, most importantly, the trust our clients place in us. Staying informed and maintaining a long-term perspective are key to navigating changing markets.

Thank you to everyone who attended—we look forward to continuing the conversation!

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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