Bentley Wealth Management

With "advance-and-protect, " our goal is to maximize your participation in rising capital markets (advance) and minimize your exposure to declining capital markets (protect). Rather than a static buy-and-hold approach, we believe that it's important to provide clients with a coherent, nimble, and easy-to-explain tactical approach that has the potential to succeed in both bull and bear markets.

We provide the most value in our ongoing client relationships. This service will include ongoing financial planning services (2-4 meetings per year) and slightly more intensive work initially and at critical transition periods in our client's lives. We encourage our retainer clients to contact us anytime they need assistance outside our regularly scheduled meetings.

Nowhere is our "complex made simple" philosophy more applicable than with our investment management. The foundation of any prudent investment strategy begins with its process, which provides a blueprint for managing your money wisely. We refer to our process as "advance-and-protect."

With "advance-and-protect, " our goal is to maximize your participation in rising capital markets (advance) and minimize your exposure to declining capital markets (protect).Rather than a static buy-and-hold approach, we believe that it's important to provide clients with a coherent, nimble, and easy-to-explain tactical approach that has the potential to succeed in both bull and bear markets.

Over your lifetime, the guys who run your 401(k) have the potential to eat up nearly $155,000 and consume nearly one-third of investment returns, a new study by the nonpartisan research group Demos has found. While the average mutual fund earns about 7 percent, post-fee returns average only 4.5 percent, "meaning that, on average, fees eat up over a third of the total returns earned by mutual funds."

Bentley Wealth Management is an investment fiduciary adviser to small, medium and large companies. Our process begins with a diagnostic review of your current program to measure the effectiveness of the current plan design, investment integrity and cost structure. Our services allow for independence and objectivity.