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.
Our Approach
We are dedicated to providing investment management and strategic wealth planning to our clients. As an Accredited Investment Fiduciary AIF® and Professional Plan Consultant PPC® we look to go above and beyond the industry standard to put our clients interest first. Simply put, we strive to be our client’s trusted advisor. As an independent financial advisor, our primary focus is to provide individualized retirement goal planning, extensive research on the products we recommend and unbiased opinions that are designed to achieve long term investment results. Our process integrates Service excellence, Working together to build relationships, Identifying your needs to design your plan, with Managing your portfolio tailored to your comfort level. This proprietary process, the S.W.I.M. 360 Vision®, was created to continuously adjust and monitor your critical life and financial goals with keeping your plan on track.