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ABOUT

ABOUT US

Bentley Wealth Advisors, LLC provides comprehensive financial counsel well beyond that of a traditional financial advisor. Our goal is to help you design a comprehensive, personalized plan based on a keen understanding of your goals and needs - the type of understanding that only comes from a trusting professional relationship.


Our multi-step process, BentleyView®, begins with a financial assessment that encompasses your entire unique financial profile. The process can focus on a specific short term need and then widen for a long term view of many interactive components of your financial future.

Click herefor details about BentleyView®

Once we have evaluated your financial status, we create tailored recommendations and an implementation timetable to suit your specific needs utilizing a unique and comprehensive suite of products and services. The Bentley staff of Financial Advisors stand ready to help you, your family or your business achieve financial success, security and independence.

Bentley Wealth Advisors, LLC is anSEC registered investment advisor, providing investment advisory and financial planning services.For more information regarding fees, please refer to the Form ADV Part II and Schedule F of Bentley Wealth Advisors, LLC.

We currently have individuals licensed to offer securities in the states of RI, MA, CA, CT, NY, FL, NH, AZ. This is not an offer to sell securities in any other state or jurisdiction.

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.


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