Broker Check

Steven Bentley

Financial Advisor

360-613-7033

10705 Silverdale Way Northwest Suite 203
Silverdale, WA 98383

sbentley@wradvisors.com

Waddell & Reed Announcement (1/19/2021)

LPL Financial Holdings Inc. and Macquarie Management Holdings, Inc. announced the signing of an agreement to jointly acquire Waddell & Reed Financial, Inc. Because we are independent financial advisors, this means that very little if anything will change for our clients.  Click "Learn More" below to read the full announcement.

Back in 2017, I named my company the Montane Group after the mountains that surround us here in the Pacific Northwest. I believe mountains are a perfect metaphor for what my professional goals were in starting this business. They are a part of the earth that reaches for the sky, but first and foremost, they are rock solid and enduring. I started this company to help people, first with the goal of helping them establish a solid, grounded financial foundation for security, and then helping them build upon that.

You’ll hear me say it over and over again, “to me, this is personal.” The name Montane is like a personal mission to help my clients move from financial uncertainty into financial security, and further beyond that, into financial empowerment. Your financial wellbeing and goals are always my highest priority.

As always, I am here to talk through any concerns you might have.

Sincerely,

Steve

Learn more

The GameStop Scandal

American financial markets have been gripped by the saga of a video game retailer’s soaring stock price. The history making drama around GameStop’s trading, which some have described as a modern day Philosopher's Stone, will have lasting impact on Wall Street and investment strategies, and may result in more regulation of the stock market.

We've compiled some articles to give you some perspective as the situation continues to unfold and shake up global financial markets.

Click Here To Learn More

COVID-19 Announcement

As Washington State enters PHASE 2, our office is open to in-house meetings by appointment. In accordance with Governor Inslee's mandate, all employees and guests are required to follow safety protocol (click here for more info). We will also continue to hold meetings by phone and via Webex. As always, the well-being of you and your family is our number one priority. If you have any questions or concerns, please give us a call at  360-613-7033.

More COVID-19 Resources
<p>Pullbacks, Corrections, and Bear Markets</p>

Pullbacks, Corrections, and Bear Markets

Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Learn More
<p>Eight Mistakes That Can Upend Your Retirement</p>

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.
Learn More

Questions or want to schedule an appointment? Let's connect

Thank you!
Oops!
<p>Annuity Comparison</p>

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Learn More
<p>What the New Tax Bill Means for You</p>

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?
Learn More
<p>Will Power</p>

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Learn More