Rhode Island Monthly Rhode Works : Page 3

SPECIAL ADVERTISING SECTION Rhode Island Success Stories. Bentley Wealth Advisors, LLC Our Mission: To Provide Financial Comfort and Peace of Mind 117 Metro Center Boulevard, Suite 3000 Warwick, Rhode Island 02886 401-921-2002 www.bentleywealth.com info@bentleywealth.com Bentley Wealth Advisors is a multi-disciplined wealth management firm servicing the needs of affluent individuals, families and business owners. OUR VALUE Our uniquely experienced team of CPAs, CFPs and financial advisors develop and implement personalized, actionable plans integrating complex retirement, invest-ment, estate, tax and business strategies focused on each individual client’s financial goals and objectives. Services offered by Bentley Wealth Advisors include: • Wealth Management and Preservation Strategies • Retirement Income Strategies • Investment Advisory Services • Insurance and Annuity Strategies and Implementation Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment advisory services offered through Bentley Wealth Advisors, LLC. Bentley Wealth Advisors, LLC, a registered investment adviser, and 1st Global Capital Corp. are unaffiliated entities. ”At Bentley, our knowledge and experience as CPAs, CFP ® practitioners and financial advisors sets us apart. We can help you understand the complexities that impact your financial well-being for the future. That’s the Bentley difference!” —Harold “Skip” Briggs, Jr., CPA/PFS, CFP ® Harold “Skip” Briggs, Jr., CPA/PFS, CFP® Partner and Managing Director of Bentley Wealth Advisors, LLC For more information on the Five Star Award and the research/selection methodology, go to: www.fivestarprofessional.com/wmsummaryandresearch 2011 FIVE STAR PROFESSIONAL Wealth Manager 2012 FIVE STAR PROFESSIONAL Wealth Manager RHODE ISLAND MONTHLY l JANUARY 2012 87

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