We took care of necessary paperwork that was prepared by Steve and we reviewed the coming year's potential market changes that George outlined for us. We always find these conversations to be very informative and provides a way to better anticipate potential market changes that could affect our portfolio. We have been with Steve and George for over 25 years and we have trusted them to meet our financial goals and provide the guidance we needed to create 529 plans for our grandkids as well as take care of the paperwork needed to make contributions to various charities from our IRA that provides us with a yearly tax saving benefit. Steve has helped with us taking the proper tax withdrawals that keeps us in line with what is needed for each tax year. Their help and advice has always been top notch.

I’ve had an excellent experience working with Steve W. He is incredibly knowledgeable and took the time to explain everything clearly, without ever making things feel overwhelming. What stands out most is how genuine and realistic his advice is; no pressure, no jargon, just solid guidance that fits my goals. He is also quick to respond and always willing to go the extra mile to help. I feel confident and well-supported with Steve on my side. Highly recommend!

I’ve been working with George Witter of Bentham, and more recently Steve, for almost 20 years. After my father passed away I inherited some money and realized it was time to find a professional to help me manage my money. George could not have been more understanding and empathetic. He guided me through that transition with such care. George and Steve understand my risk profile and I completely trust their knowledge and expertise - invaluable in these uncertain and volatile times. As I get closer to retirement I couldn’t ask for a better team to ensure my financial security.

Steve is an outstanding financial advisor. Over the years, as our family has grown and our financial needs have evolved, he has provided exceptional guidance every step of the way. He takes the time to understand our individual goals and offers thoughtful, well-informed strategies to help us achieve them. Steve is trustworthy, kind, and an excellent communicator—we truly value his expertise and the genuine care he brings to every conversation.

Very pleased with the financial and investment advice I have received from George at the onset of my career, and from Steve as I near retirement. They have always taken the time to explain things to me thoroughly and make me aware of my options. The story of the name is such a beautiful way to honor a loved one(s).

   

I have been working with George for MANY years. He has been a wonderful steward of my finances. While I have not met Steve, I am confident that he shares the same commitment and values as George.

Not spring chickens and made some changes that were new to us and Steve and George were patient and reassuring. We are very grateful.

I have dealt with these people for years, all right decades, ALL RIGHT scores. There is a reason for that is that they posses integrity, character, and honesty. When you call with a concern, their is no directory you go through to reach them; if not right away, then shortly, they will get back to you. I am thankful for their trustworthiness and knowledge as they guide my future.

Bentham Wealth Advisors have been wonderful taking care of my financial portfolio. George and Steve regularly make adjustments for me to protect my investments. I am very satisfied with how they stay on top of the market fluctuations and get a jump on moving me into safer areas that i have asked them to consider for me . That really helps me sleep good at night.

We have been with George for over twenty years. We have enjoyed our relationship with both George and Steve. They keep us updated regularly and always inform us of any changes they make to our portfolio. They have been very successful in growing our account and I highly recommend them to anyone who is looking for a financial planner.

Working with Bentham Wealth Advisors over the past year has been an outstanding experience. From the very beginning, they’ve taken the time to truly understand my financial goals and provide clear, thoughtful guidance every step of the way. What I appreciate most is their ability to explain complex financial strategies in a way that feels approachable and confidence-building. The team is professional, responsive, and genuinely invested in their clients’ success. It’s rare to find advisors who combine such expertise with personal care, and Bentham Wealth does exactly that. I feel grateful to have their guidance on my financial journey and would highly recommend them to anyone looking for trusted, long-term financial planning support.

   

Markets have been volatile the last year. George and Steve have done a great job staying ahead.

When needed, George and Steve are available in an efficient and timely manner. They both have guided me and answered my financial questions clearly. I enthusiastically recommend Bentham Wealth Advisors. Roslyn Sellers

George has always advised us in the right direction for our financial future! We are quite pleased with the results we see annually. Thank you, George!