Broker Check

Steven Bentley

Financial Advisor

360-613-7033

10705 Silverdale Way Northwest Suite 203
Silverdale, WA 98383

sbentley@wradvisors.com

Welcome to the Montane Group!

We believe that everyone deserves to be empowered by their finances. By putting our clients first, we prioritize developing relationships built on trust, communication, and empathy. We are here to lend our knowledge in the service of others. And we would love to meet you and hear about your financial dreams and goals!

COVID-19 & Your Money

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Coronavirus Resources
Make a plan to fund your future

Make a plan to fund your future

What kind of retirement do you dream of? Whether you hope for world travel, quiet days in the garden, or time to finally write that novel, I can help you make a plan to pursue your goals.

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Services for your business

Services for your business

Your business has unique needs, and I have the resources to support you, your business and your employees.

Learn how your business can benefit by offering services such as financial wellness and planning, employee benefits and retirement plans.

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Helpful content

I offer a full library of resources to help boost your retirement planning and financial knowledge.

<p>Retirement Traps to Avoid</p>

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.
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<p>Capital Gains Tax Estimator</p>

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.
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<p>Estate Management Checklist</p>

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.
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Questions? Let's connect

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