A complete list of active advisors currently associated with Bentley Wealth Management, LLC

Warmer can help you find a great advisor at Bentley Wealth Management, LLC or one who fits your needs even better.

Bentley Wealth Management provides financial planning and personalized investment management to individuals, high‑net‑worth clients, families and small businesses. Its services include customized discretionary and non‑discretionary portfolio management and comprehensive financial planning covering retirement, estate, tax and education strategies. The firm describes an investment approach based on “scientific, engineered portfolios” that emphasize global diversification, risk control, and avoidance of market timing or speculative strategies. Portfolios may include mutual funds, ETFs, common and preferred stocks, options, exchange‑traded REITs and MLPs, certificates of deposit and a range of bonds, with asset allocation and security selection tailored to each client’s objectives and risk tolerance. Notably, BWM discloses relationships with insurance companies (Athene, SILAC) and — in addition to asset‑based advisory arrangements and planning engagements — accepts commission arrangements that are uncommon among independent advisers. The brochure also states the firm manages each client account individually rather than aggregating trades, does not receive soft‑dollar research or brokerage referrals, and debits fees from client accounts (constructive custody) while clients receive statements directly from independent custodians.

To learn more about the advisors currently working at Bentley Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jac Bentley	Marblehead, MA	12

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