Wealth Management Solutions

Attorney James Couch’s firm, Wealth Management Solutions in South Kingston RI, specializes in Estate Planning and Administration.

Jim’s expertise coupled with previous experience in the Trust department of a major bank, gave him an appreciation for Bentley Wealth Advisor’s comprehensive approach.

Mr. Couch saw the opportunity to provide a one-stop Estate Planning service to his clients through a partnership with Bentley Wealth Advisors: clients’ estate planning would utilize a unique combination of financial planning, CPA and legal expertise. Asset consolidation and plan management would be highly efficient due to eliminating the need for coordinating multiple institutions.

“Teaming with Bentley Wealth Advisors provided the perfect opportunity to expand services to our clients, add value and streamline the entire process” cites Mr. Couch.

Since partnering with Bentley assets under management have grown to over $5 million in less than a year.