Delfino & Associates, CPAs

Delfino & Associates CPAs has been a Bentley Wealth partner since 2006. Based in North Kingstown, RI, the firm concentrates in Tax and Accounting services for individuals and small businesses. Typically the majority of the firm’s clients are approaching retirement, prompting a need for Financial Planning and Wealth Management.

Bentley Wealth Advisor’s expertise with products, forms and technology was a key reason for partnering. What’s more, Defino’s clients would benefit from the automatic second opinion and solution consensus that Bentley Wealth provides.

“For instance, a recently widowed client was invested in products that did not correctly meet her needs and she was very inexperienced in financial matters" relates Tom Grennan, firm Principal. “Through Bentley Wealth's assistance and analysis, we rearranged her investments to properly align with her goals, projected her cash needs, and established a quarterly review process. She is now becoming comfortable with her finances thanks to the process”.

Since beginning our partnership a little more than a year ago, assets under management have tripled reports Mr. Grennan.