"We have known and partnered with the wealth management team at Delfino for several years and see this acquisition as a natural fit for our firm and Delfino’s clients," said Skip Briggs, partner and managing director of Bentley Wealth Advisors.
Bentley Wealth Advisors said it is aggressively looking to acquire other wealth management firms of all sizes.
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"The mission at Bentley Wealth Advisors, LLC, is to provide our clients financial comfort and peace of mind. Acquiring Delfino and Associates wealth management division will be a solid asset to our organization." said Briggs.
