Bentley Wealth Advisors, LLC

Bentley Wealth Advisors LLC

Bentley Wealth Advisors is a multi-disciplined wealth management firm servicing the needs of affluent individuals, families and business owners.

At Bentley, our knowledge and experience as CPAs, CFP® practitioners and financial advisors sets us apart. We can help you understand the complexities that impact your financial well-being for the future.

Our Mission

To provide financial comfort and peace of mind.

Our Value

Our uniquely experienced team of CPAs, CFP®s and financial advisors develop and implement personalized, actionable plans integrating complex retirement, investment, estate, tax and business strategies focused on each individual client's financial goals and objectives.

Our Process

Our multi-step BentleyView® process incorporates a disciplined planning, integration and implementation process focused on each individual client's unique financial goals.

Comprehensive Wealth Management Services:

Wealth Management and Preservation Strategies

Retirement Income Strategies

Investment Advisory Services

Insurance and Annuity Strategies and Implementation

For questions regarding these services, please contact Harold “Skip” Briggs, Jr. CPA/PFS, CFP® at sbriggs@bentleywealth.com or visit their website at www.bentleywealth.com

Securities offered through 1st Global Capital Corp., member FINRA, SIPC.

Investment advisory services offered through Bentley Wealth Advisors, LLC.

Bentley Wealth Advisors, LLC, a registered investment adviser, and 1st Global Capital Corp. are unaffiliated entities.