Thank you for visiting our website. We are an independent financial consulting firm in Marblehead, dedicated to advising a private group of clients through holistic wealth management and hands-on investment planning.
If you are an existing client, there are several tools and resources here to augment your wealth planning efforts. If you are a prospective client, we hope that our website provides you an overview on how we help our clients build financial confidence. At Bentley Wealth Management, we put clients at the center of all we do. We deliver high-quality advice, responsive service, and a truly unique client experience.
As a boutique firm, we adhere to a "complex made simple" approach, removing industry jargon from the discussion, in order to focus on what really matters to you and the solutions to transform your financial life; and since we're independent, we have the freedom to provide unbiased advice. So whether you're an existing or prospective client, we welcome the opportunity to help you simplify the complexities in your financial life and to provide you the financial confidence you deserve.