Company Email Format Management

Bentley Wealth Management

Investment Management 114 Washington Street 2 employees

Employees: 2
Contacts: 1
Emails: 1
Phones: 1

bentley-financial.com LinkedIn

Bentley Wealth Management Overview

Headquarters: 114 Washington Street
Phone Number: Available in AeroLeads
Website: bentley-financial.com
Industry: Investment Management
Employees: 2
Founded: 2007
Funding: ,
Company Email: Available in AeroLeads
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Wealth Management Investment Advice Financial Planning

About Bentley Wealth Management

Adding Value Every Day...... In an increasingly complex financial system, individuals continue to be bombarded with information and overwhelmed by important choices. To make matters worse, most of the "advice" available is from conflict-ridden sales organizations that stand to earn commissions based on products sold to clients. By contrast, Bentley Financial is a fee-only financial planning and investment management firm, which means that we are compensated exclusively by our clients and provide unbiased advice for accumulating and managing wealth. As an investment advisor registered with the state of Massachusetts, we are also legally bound fiduciaries to the individuals, families and entities we advise.

Bentley Wealth Management Contact Details

People in AeroLeads: 2
With contact data: 1
Email contacts: 1; 50.0% coverage
Phone contacts: 1; 50.0% coverage

Bentley Wealth Management Org Chart

Sample employees and titles

Name	Title	Location	Contact
Jac Bentley	Wealth Manager - Investment Adviser - Financial Advisor - Fiduciary Helping Individuals Plan, Protect, and Enjoy	Marblehead, Massachusetts, United States	Email Phone
Carlo Bentley Aifa® Ppc ®	Financial Advisor at Bentley & Co Wealth Management and Team Usa Athlete	Lafayette, Louisiana Metropolitan Area, United States	View