Partnering With Us

Many CPA and legal firms have recognized the importance of providing comprehensive wealth management servicesin 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.

Click below to find out what our partners have to say about our relationship.

If you are interested in exploring a partnership with Bentley Wealth Advisors

please contact Skip Briggs at (401) 921-2002.

Delfino & Associates, CPAs

Wealth Management Solutions

Alexander Wealth Advisors, LLC

DiSanto, Priest & Co.

 

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