BWC was ranked by Financial Advisor Magazine as the #5 RIA in Connecticut and #213 RIA in the United States in 2020. This is the sixth year in a row that BWC has been ranked in the magazine’s ranking of top firms in the country.
Beirne Wealth Consulting Services, LLC (“BWC”) is proud to announce that Elizabeth Garnto, Chief Compliance Officer, has received the NRS Investment Adviser Certified Compliance Professional® (IACCP®) designation. The IACCP® designation is awarded to knowledgeable, experienced individuals who complete an instructor-led program of in-person and/or online study, pass a certifying examination, and meet its work experience, ethics and continuing education requirements.
BWC is proud to announce that John Beirne has been ranked as a Barron’s 2020 Top 1200 Financial Advisor again this year. Barron’s annual Top 1,200 ranking recognizes outstanding advisors from all 50 states, plus the District of Columbia. This is Barron’s largest, most comprehensive listing, and it encompasses everyone from independents, who own and operate their own practices, to employees of the big Wall Street firms.
COVID-19 Update: A Message from BWC President, John-Oliver Beirne
Beirne Wealth Consulting Services, LLC (“BWC)” is pleased to announce the appointment of Lindsey Allard as the firm’s new Managing Director. In her new role, Lindsey will continue to proactively deliver BWC’s client service model, as well as provide oversight of the operations and client servicing teams to ensure fluid daily workflow, while developing and attaining long-term company objectives.
Beirne Wealth Consulting Services, LLC (BWC) is proud to announce that Chief Operating Officer, Richard (JR) DeFrancesco, Jr. has graduated from the University of Pennsylvania’s Wharton School of Business General Management Program (GMP).