James Craco
Investment Advisor and Financial Planner @Sentinel Asset Management, Llc
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WORK HISTORY
Investment Advisor and Financial Planner @Sentinel Asset Management, Llc
James Craco works as a fiduciary financial adviser, primarily serving retirees, business owners of all types, and families with special needs children. James has 25+ years’ experience in the financial services industry, more specifically at Sentinel Asset Management his focus is in five areas; asset management, risk management, tax management, estate planning and legacy planning. With a specialization in tax efficient income distribution and investment portfolio risk reduction and mitigation.At Sentinel Asset Management, our mission is to empower our clients to make informed financial decisions by providing reliable, high-quality financial products and services that meet their individual needs. We strive to be a trusted partner in our clients\' financial journey, offering personalized guidance and support to help them achieve their financial goals. We are committed to being transparent, ethical, and responsible in all of our business practices, and we are committed to building long-lasting partnerships with our clients based on trust, integrity and mutual respect. Our ultimate goal is to help our clients build a strong financial foundation and a brighter financial future. James has been elevated to the Exclusive Advisory Board at Sentinel Asset Management assisting in multiple offices within the organization.For additional information call:James Craco at (20••••••07 or email: j••••@sam-ria.comAffiliated with: SOFA (The Society for Financial Awareness)
EDUCATION
Babson College
Bachelor of Science (BS) Degree - Business Administration
ABOUT JAMES CRACO
Sentinel Asset Management empowers clients with our considerable, expertise in financial services. As a fiduciary financial advisor, the focus spans asset management, risk mitigation, tax strategies, estate planning, and legacy preparation. The team specializes in delivering tax-efficient income distribution solutions and reducing investment portfolio risks to serve retirees, business owners, and families with special needs. Supporting informed financial decisions, Sentinel Asset Management prioritizes collaboration and trust. By leveraging financial planning and money management strategies, the organization delivers tailored services that align with client goals. This commitment reflects a mission to provide high-quality, reliable financial products and advisory services.
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