Bentley Wealth Management Employee Directory

Investment ManagementUnited States2-10 Employees

Adding Value Every Day......

In an increasingly complex financial system, individuals continue to be bombarded with information and overwhelmed by important choices. To make matters worse, most of the "advice" available is from conflict-ridden sales organizations that stand to earn commissions based on products sold to clients.
 
By contrast, Bentley Financial is a fee-only financial planning and investment management firm, which means that we are compensated exclusively by our clients and provide unbiased advice for accumulating and managing wealth.  As an investment advisor registered with the state of Massachusetts, we are also legally bound fiduciaries to the individuals, families and entities we advise.

Find Bentley Wealth Management employees' phone numbers or email addresses

Bentley Wealth Management Global Highlights

Location
Employees

North America
1

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  • United States Of America
    1

Bentley Wealth Management's Leadership

  • Stylized image of a person
    J. B.
    Investment Adviser | Wealth Manager | Company Retirement Plan Fiduciary
    Phone icon

Contact profiles from Bentley Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. B.
    Investment Adviser | Wealth Manager | Company Retirement Plan Fiduciary
    Phone icon
    United StatesMassachusetts
    Oct 26, 2025

Frequently Asked Questions

What is Bentley Wealth Management known for?

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Bentley Wealth Management was founded in 2007 operates in the Investment Management industry. The company's main headquarters is located in 114 Washington Street, Suite 4 Marblehead, MA 01945, US. Explore Bentley Wealth Management's company overview page for more information.

What is Bentley Wealth Management's most common email format?

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Bentley Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Bentley Wealth Management email formats with LeadIQ.

How many employees does Bentley Wealth Management have currently?

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Bentley Wealth Management has approximately 2 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Bentley Wealth Management's key employees and leadership?

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As of December 2025, Bentley Wealth Management's key employees include:

  • Investment Adviser | Wealth Manager | Company Retirement Plan Fiduciary: J. B.

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