Strategic Alliances


Based on our client's degree of wealth, it is improbable for us to provide all services to all people. When a client requires a strategic discipline that we may not posses internally, we are fortunate to have cultivated relationships with some of the most well-respected individuals in their professional fields.

It is not easy developing our relationships. We exert significant due diligence to test potential relationships very carefully. Our goal is to identify people who possess the same level of integrity and provide the same high level of service that we do.

The firms and people we work with are not employees of, or in any way directly affiliated with, Bentley Financial Services, New York Life Insurance Company or NYLIFE Securities LLC.


Our Strategic Alliances include:

  • Certified Public Accountants
  • Trust and Estate Attorneys
  • Business Valuation Specialists
  • Charitable Foundations
  • Traditional and Alternative Asset Managers 
  • Property and Casualty Insurance Agents

We can work closely with your existing team members as well to facilitate the coordination of advisory services to ensure your interests are placed first.

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  • Social Security 101

    An overview of basic Social Security rules and options that are often misunderstood, whether workers are looking forward to claiming benefits in 1 or 30 years.

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