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Welcome to Bennett Wealth Management, LLC

Bennett Wealth Management, LLC is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.

Our Company

Bennett Wealth Management, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. 

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Our Services

We serve individuals and businesses in all areas of financial management, including: Retirement Planning, Tax Management, Estate Planning, Risk Management, Education Funding, Investment Planning, Employee and Executive Benefits.

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Meet Our Team

Roger Bennett

Kerri Irick Churchill

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