Partner With Us

Many CPA and legal firms have recognized the importance of providing comprehensive wealth management services in order to enhance their existing client relationships and continue to grow their firms for the future. At Bentley Wealth Advisors, we understand the challenges many CPA and legal firms face in committing the necessary time and developing the necessary skills required to succeed in providing high quality wealth management services. In most cases, these two elements of capacity and competency are grossly underestimated by many firms and result in frustration and sometimes failure of their wealth management practices.

Successful CPA and legal firms are approaching the wealth management business with the understanding that it requires the basics of any new business to be successful - but have no where to turn for assistance in developing their wealth management practices. That is why we are proud to offer to a select group of CPA and legal firms, the ability to partner with us to offer wealth management services to their clients. We offer the opportunity to leverage the skilled people, proven processes, integrated systems and technology to establish, grow and run a successful wealth management practice.

Our partner firms maintain complete control and ownership of their client relationships but partner with us to outsource many of the factors and daily activities critical to growing and running a successful wealth management practice.

If you are interested in exploring a partnership with Bentley Wealth Advisors please contact Skip Briggs at (401) 921-2002.

Below is what our current partners had to say:

 WWWealth Management Solutions - South Kingston, Rhode Island

“Teaming with Bentley Wealth Advisors provided the perfect opportunity to add value to our clients’ lives by streamlining the entire planning process” cites James Couch, ESQ., financial advisor and OwnerAlaldfkdjfkdfjkdfjkd 

Alexander Wealth Advisors - Harvard, Massachusetts

“Through our relationship with Bentley Wealth Advisors, we have effectively bridged the gap between comprehensive tax and financial planning,” says CPA and financial advisor David Alexander. “There is certain value-added expertise that only a person’s accountant can bring to the table. By offering these all-encompassing consultative services with Bentley Wealth as my partner, it has enhanced my existing relationships and helped develop new client relationships.”

DiSanto, Priest & Co. - Warwick, Rhode Island

“As CPAs, we've been providing financial & estate planning services to our clients for years” says David DiSanto, Managing Partner. “However, the missing link has always been a consistent and reliable connection to the implementation & execution stages. With Bentley Wealth Advisors as a partner, we now have that avenue and the confidence that our client's affairs will be handled professionally and comprehensively through our coordinated efforts.”