For years, performers, artists, athletes and multi-generational families have benefited from the services of personal CFOs (Chief Family Officer/Chief Financial Organizer) to help manage their personal households. Services include budgeting, asset management, property management, bill management, contract management, and, in short, whatever is needed.

Family Office Services are applicable to many in the region: multi-generational families looking to protect and preserve family wealth for future generations; families separated by geography from loved ones who need assistance managing personal financial matters and personal assets; Estate Executors or Trustees in need of assistance in determining what their fiduciary responsibility is and how to best manage and care for beneficiaries; individuals too busy with other commitments to handle complex financial affairs.

Skip Briggs, Director of Bentley Wealth Advisors, LLC, added, “The professionals at Bentley Wealth Advisors, LLC have been providing a wide range of wealth management services to individuals, business owners, and their families for over a decade.  From wealth management and preservation strategies, retirement income planning, and estate and gift planning to comprehensive investment management solutions, our dedicated and experienced team of CPAs, CFPs, and financial advisors work closely together with our clients to help design and implement personalized wealth management strategies.”

We Offer

  • Budgeting and cash flow analysis
  • Bill payment services
  • Property management
  • Retirement income strategies
  • Wealth accumulation and preservation strategies
  • Trustee, Executor, and Guardianship support services
  • Family governance and generational planning
  • Estate and Trust Planning
  • Charitable giving management

Check us out on BrokerCheck

DiSanto, Priest & Co. is a multi-service professional advisory firm providing financial statement attestation, tax planning and compliance, a myriad of business advisory services, business valuation, litigation support, anti-fraud consultation, policy consultation, and personal financial planning services.

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