As a Bentley Wealth Management client, it is important that you have real-time access to your accounts, 24/7. Use the links below to access your accounts, or even quickly open a new account.
Access Your Financial Planning Portal
Open New Account
Access Your Folio Accounts 24/7
Bentley Wealth Management, LLC is a Registered Investment Advisor in the state of MA. Folio Institutional is the independent custodian that Bentley Wealth Management, LLC uses to hold client investment assets. Client funds are held directly at Folio Institutional, and are never kept at Bentley Wealth Management, LLC . All client checks are made out to Folio Institutional, for the benefit of the client. Have any questions? Please contact us at 781.990.0808 or email to firstname.lastname@example.org.