We're proud to partner with select CPA and legal firms that may not have the resources to offer their clients the depth of services that Bentley Wealth Advisors offers.

Typically these firms will have the appropriate licensing and credentials through 1st Global Capital Corp. and/or Bentley Wealth Advisors. $10 million in fee based assets in the first 12 months is a general start-up requirement. In all cases our partner firms maintain their primary client relationship.

If your firm is interested in exploring a partnership with Bentley Wealth Advisors please contact Skip Briggs (see contact page). Feel free to click and explore addtional information on our relationship with selected Partner firms below.

Delfino & Associates, CPAs

Wealth Management Solutions

DiSanto, Priest & Co.