Founded in 1996 in Lafayette, LA, Bentley & Company Wealth Management is dedicated to providing investment management and strategic wealth planning to our clients. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide, retirement goal planning, extensive research on the products we recommend and unbiased opinions that are designed to achieve long term investment results.
We are able to achieve this with the highest levels of trust, integrity and respect while always collaborating using a team approach. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan. Your unique financial plan must reflect the stage of life you are in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect your personal and or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure that you are comfortable with moving forward with those goals
We recognize that everyone's economic and life situation is unique. Through the use of our Envision process allows us to design a custom tailored financial plan to fit you. We look to match you with the right financial products and services to achieve retirement goals and financial independence.