Let's Start a Conversation

Your initial consultation is complimentary and typically lasts 45–60 minutes. We'll discuss your current financial situation, your goals and priorities, and any specific concerns you may have. There's no obligation — it's simply an opportunity for us to learn about you and for you to determine if Prime Sentry is the right fit.

Our wealth management services are generally designed for individuals and families with $500,000 or more in investable assets. However, we evaluate each relationship individually and may make exceptions based on your unique circumstances and long-term potential. We encourage you to reach out regardless — we're happy to have a conversation.

We are a fee-only firm, meaning we do not earn commissions on the products we recommend. Our fees are typically based on a percentage of assets under management, which aligns our interests directly with yours. For financial planning engagements, we may also offer flat-fee or project-based pricing. Full fee details are provided transparently before any engagement begins.

Absolutely. While we're headquartered in Dallas, we serve clients nationwide. Many of our client relationships are conducted via secure video conferencing, screen-sharing, and our encrypted client portal. Distance is never a barrier to exceptional service.

We respond to all inquiries within one business day. In most cases, you'll hear from a senior advisor — not an assistant or sales representative. We believe that meaningful relationships start with meaningful first conversations.