About Us

The founding partners of Bentley Wealth Advisors' realized the need for a wealth management process that would bridge the planning and implementation gaps commonly experienced by affluent individuals, families and business owners. Bentley's approach is based upon the belief that true wealth management can bridge these gaps when centered upon a collaborative and integrated approach to a client's tax, legal, investment and overall financial goals.

Our multi-step BentleyView® process incorporates a disciplined planning, integration and implementation process focused on each individual client's unique financial goals. This process is coordinated by a diverse and experienced team of CPAs, CFPs and financial advisors focused on developing personalized wealth strategies that are effectively integrated and efficiently implemented in cooperation with the client's sometimes multiple advisors and often competing goals.