Our Goal at Bennett Associates Wealth Management is to design unbiased, comprehensive, tax efficient and unique financial strategies that help our clients meet their short and long-term goals for accumulation and distribution of wealth. We believe that everything starts with a plan.  Everyone has different needs and goals and every financial situation is unique.  We design a custom plan that is specific to you. When your goals are determined, we can analyze your current financial situation and formulate a long term plan to help meet these goals.  Once this plan is in place, we tailor an investment strategy that matches only the level of risk needed to meet the cash flow provided by the plan.  We always are focused on minimizing taxes because “It’s not how much you make, but how much you keep.” 

Independent

In an industry dominated by large, remote institutions where your identity is your account number, Bennett Associates Wealth Management is dedicated to the tradition of personalized, unbiased service.  As a registered investment adviser (RIA), we are obligated to provide clients with financial advice that adheres to a fiduciary standard. Under the Fiduciary Standard, a RIA’s fiduciary duty means that they are required to act in the client’s best interest 100% of the time.