Our Approach

Bentley Financial Group, Inc. has served as a trusted advisor for business owners and families for a decade. We take our responsibility seriously and are committed to delivering personalized, objective, and transparent wealth management solutions combined with the highest level of customer service. We focus on helping you navigate the marketplace and numerous investment choices in effort to provide the ideal combination of financial services and products to help you pursue your unique financial goals.

We take a holistic view of your overall financial picture, starting with a real understanding of your financial situation and goals. We partner with you to develop a personally tailored financial and investment plan. Through a disciplined approach, we manage assets with the goal of preservation of capital and future growth while being mindful of potential risks. Additionally, we ensure your plan is flexible enough to adjust to the evolving investment markets and your personal circumstances. Lastly, we closely monitor and review your financial plan to help you remain on course toward success.

A Process centered on you

Discovery

At the beginning of our relationship, we will have a discussion about personal and financial goals that are important to you.