Bentley Wealth Advisors

Bentley Wealth Advisors LLC,

a DiSanto, Priest & Co. Affiliate

Bentley Wealth Advisors, LLC. is a leading personal financial planning and investment advisory firm with in-depth understanding of the needs and concerns of business owners and managers as well as those of high net worth individuals.

We have carefully assembled a dynamic team whose members possess unmatched credentials and experience. Our team has obtained and maintains several professional designations, including, but not limited to:

Certified Financial Planner (CFP®)

Certified Public Accountant (CPA)

Personal Financial Specialist (CPA/PFS)

Master Personal Financial Planner Certificate™

Additionally, each member of our team has attained the appropriate regulatory licensing to properly serve our clients’ needs in their entirety. Services offered by Bentley Wealth Advisors include:

Investment Advisory

Long Term Care & Wealth Preservation

Disability, Income & Asset Protection

Education Planning & Funding

Retirement Planning

Charitable Gifting

Estate and Gift Tax Planning

Insurance Planning / Policy Review

Securities offered through 1st Global Capital Corp., memberFINRA 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.

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