WARWICK – Bentley Wealth Advisors LLC has merged with Wakefield-based Wealth Management Solutions, the company announced Wednesday.
James G. Couch, a financial adviser and the owner of Wealth Management Solutions, became a member of the Bentley Wealth team when the merger went into effect on May 1.
Couch will continue to operate his law practice as a separate business out of his existing Wakefield and Warwick office locations.
“We have worked closely with Jim and the clients of Wealth Management Solutions for many years and see this combination of resources and talents as a natural fit for the clients of both firms,” Skip Briggs, partner and managing director of Bentley Wealth Advisors, said in a prepared statement.
“Jim’s experience in the areas of estate planning and wealth transfer strategies will further strengthen our ability to provide clients with creative wealth solutions,” added Briggs.
The financial terms of the merger were not made available.
Join PBN and two panels of successful female executives, business owners and entrepreneurs as we delve into what women should do to advance their careers, and become leaders in the corporate world and their own enterprises.
PBN's annual Book of Lists has been an essential resource for the local business community for almost 30 years. The Book of Lists features a wealth of company rankings from a variety of fields and industries, including banking, health care, real estate, law, hospitality, education, not-for-profits, technology and many more.