Wentworth Wealth Group is an independent wealth advisory firm founded in 2026 to make financial guidance more accessible to professionals and families. Serving people at different stages of life, the firm focuses particularly on mid-career professionals and pre-retirees navigating changes such as combining finances, changing jobs, growing a family, or preparing for retirement. Its approach is built around transparency and education: advisers explain options and recommendations, helping clients make informed decisions without pressure or product sales.

Services include investment management with low-cost, goals-based portfolios tailored to clients’ risk tolerance and time horizons, as well as financial planning covering net worth, cash flow, retirement readiness, and goals such as buying a home or saving for college. The firm also helps consolidate old workplace retirement plans and other scattered accounts, including coordinating with former providers. When clients need additional expertise, Wentworth Wealth Group can connect and coordinate with estate attorneys, tax professionals, and insurance specialists.