Sentry Law, Wealth & Tax is a comprehensive advisory firm that brings the sophisticated, integrated approach of a family office to small business owners, entrepreneurs, coaches, and consultants. Specializing in legal, tax, financial, and estate planning services, the firm stands out by offering a unified strategy that eliminates the common challenge of coordinating multiple, disconnected advisors.
Through its proprietary Sentry Method, the firm guides clients through four progressive stages: minimizing taxes and gaining clarity, achieving growth by design, creating wealth, and ensuring asset protection and legacy creation. Led by Jeffrey M. Cooper, JD, CPA, the team leverages advanced strategies historically reserved for the ultra-wealthy, helping clients save an average of over $22,750 annually in taxes. Their outsourced CFO services and holistic advisory model provide clarity, strategic growth support, and tailored solutions for business and personal financial goals.
Services Offered
- Legal Services
- Certified Public Accounting
- Estate Planning
- Financial Consulting
- Tax Attorney Services
- Tax Reduction Strategies
- Business Financials & Bookkeeping
- Key Performance Indicator (KPI) Tracking
- Outsourced CFO Services
- Business Growth Coaching
- Systems & Software Implementation
- Tax-Savvy Investing
- Financial Coaching
- Investment Protection Strategies
- Retirement Planning (IRAs, 401(k)s, Defined Benefit Plans)
- Modern Portfolio Theory Application
- Asset Protection
- Wealth Transfer Planning
- Probate Avoidance
- Trust Creation (Revocable, Irrevocable, Domestic Asset Protection, Divorce Protection, Re-Marriage Protection, Spend-Thrift)
- Estate Planning Documents (Last Will & Testament, Powers of Attorney)
- Disability & Long-Term Care Protection
- Charitable Foundation Setup (Private Operating & Non-Operating, Donor Advised Funds)
- Captive Insurance Company Formation
- Family Investment LLCs
The firm primarily serves clients in North Carolina, with offices in Asheville and Gastonia, and offers advisory services in multiple states including Florida, Connecticut, New York, Georgia, and Texas. All financial advisory services are provided through Lifestyle Freedom Advisory, LLC, a Registered Investment Advisor, with securities offered through Charles Schwab & Co. Inc.
