Helping Family-Oriented Business Owners and Executives Capture the Confidence to Enjoy the Game of Life

You’re accustomed to calling the shots for your business and family and you know that short-sighted decisions are rarely good ones. When it comes to your finances, however, how do you know what’s short-sighted? And who do you call in from your bench to help you decide? 

In the game of life, we're exactly who you want on your bench.

As a truly full-scope, multi-generational firm, BenchWealth’s planning team and carefully selected network of professional advisory partners are built to fulfill a multitude of financial, family, business, tax-efficient strategies, and other planning needs. We pride ourselves on being your go-to team for life’s biggest decisions and strive to give you the best bench you could ask for.

"We will always put your best interests first. Learn more about our fee-based planning approach" 

Here's How

Our team is privileged to celebrate your wins with you and cheer you on from the sidelines to aim even higher. 

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We want you and your family (and their family) to have the financial freedom and choice that responsive, proactive, and forward-thinking wealth management provides. And we feel BenchWealth is the embodiment of this promise to our clients.

Boost your financial knowledge.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4