My mission is to create and maintain wealth for my clients through personalized and effective asset management. I build client relationships based on trust, competent professional advice, continual communication and prompt personal service. I have built my web site as a resource to provide you with pertinent information about the services my firm provides.
I've also made available several analytical research tools for stocks and mutual funds. From this site you can gather current quotes and news on funds, maintain and update your own personal portfolio. Benton Wealth Management was founded for the purpose of truly putting the client's needs first. My firm was created to be independent, where the client is the main focus.
I've also made available several analytical research tools for stocks and mutual funds. From this site you can gather current quotes and news on funds, maintain and update your own personal portfolio. Benton Wealth Management was founded for the purpose of truly putting the client's needs first. My firm was created to be independent, where the client is the main focus.
Services
Benton Wealth Management was founded for the purpose of truly putting the client's needs first. As an independent advisor, I do not have proprietary products and the client is always the main focus. I understand each client is different and each client is advised based on their unique situation. In general many of my clients are conservative.
Trudy Benton has a passion for helping her clients navigate the financial world and giving them a sense of confidence about their own financial situations. Trudy has been practicing investment management since 1999 and is the president and financial advisor of Benton Wealth Management, LLC. Formerly the Vice President of SunTrust Investment Services, she was a financial advisor for Highlands County for 14 years.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites.
Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
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Fortune 500 ranks U.S. companies based on a review of the prior year's total revenue and factors such as profits after taxes, year-end assets and total stockholders' equity. Sustainable investing is investing with the intention of generating a positive ESG impact alongside a financial return. LPL supports the growth and development of sustainable investing practices by providing education, insights, research, and solutions.
Reviews (1)
Tom Macklin
Aug 06, 2019
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