Beirne Wealth Consulting Services, LLC is an SEC Registered Investment Advisor. A growing, privately owned firm with offices in Connecticut, Pennsylvania, and Florida, we provide independent, fee-based investment management services and innovative financial strategies.
Our institutional business provides consulting expertise to defined benefit and defined contribution plans, endowments, foundations and non-profits. Our private clients include wealthy individuals and prominent families many of whom bring complex wealth management challenges and multigenerational planning needs.
*Registration does not imply a level of skill or training.
At Beirne Wealth Consulting Services, LLC, our guiding belief that outcomes matter and accountability is our responsibility is something we take very seriously. Or in the words of our founder—we strive to create portfolios and build financial strategies that help our clients eat well and sleep well. This kind of thinking truly resonates with both our institutional and private clients. And it is particularly relevant in times like these when markets change so rapidly and uncertainty abounds.
Beirne Wealth Consulting Services, LLC
- The BWC Partners
