Bentley Wealth Advisors LLC

Bentley Wealth Advisors is a multi-disciplined wealth management firm servicing the needs of affluent individuals, families and business owners. Using our unique BentleyView® process, our team of CPAs, CFPs and financial advisors develop personalized, actionable plans integrating complex retirement, investment, estate, tax, and business strategies all focused on each client's financial goals and objectives.

BentleyView® is a disciplined, yet flexible, multi-step planning, integration and implementation process focused on designing a comprehensive financial plan tailored to your unique financial needs. Your decision-making is made easier with a financial planning process that is based on understanding your goals, collaboration and consistent review.

This process provides you with the knowledge and comfort that a comprehensive and actionable plan is in place helping to ensure that your financial goals and desires are coordinated, integrated and reviewed by a team of professionals experienced in addressing the unique financial needs of affluent individuals, families and business owners.

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.

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