BWC was ranked by Financial Advisor Magazine as the #4 RIA in Connecticut, #10 RIA in Pennsylvania and #212 RIA in the United States in 2021. This is the seventh year in a row that BWC has been ranked in the magazine’s ranking of top firms in the country.
BWC is proud to announce that Beirne Wealth Consulting Services, LLC has been selected by Barron’s in its “2021 Top 100 Institutional Consulting Team” ranking. Barron’s annual Top 100 ranking recognizes outstanding advisors from all 50 states, plus the District of Columbia. For this particular ranking, Barron’s recognizes the nation’s top teams specializing in investment consulting for defined contribution and defined benefit plans, endowments, and foundations.
Beirne Wealth Consulting Services, LLC (“BWC)” is pleased to announce the appointment of Richard DeFrancesco, Jr. as Partner effective January 1, 2021. In his new role as Partner and Chief Operating Officer, Richard (JR) will continue to lead BWC’s day-to-day operation strategies and business growth, including accounting, human resources and information technology. JR is responsible for the development, refinement, and implementation of comprehensive and efficient business approaches to ensure the firm delivers a personalized client experience at all times.
Beirne Wealth Consulting Services, LLC (“BWC)” is pleased to announce the appointment of Jeff Bradanini as the firm’s newest financial advisor, further strengthening the BWC advisory team. In his new role, Jeff will provide financial planning solutions and investment strategies to individuals and their families as well as defined contribution and pension plans.
As executives, entrepreneurs and leaders, women play a more important role in the economy and the public life of New Haven and Connecticut than ever before. While there are thousands of female leaders, and their numbers are growing daily, some stand out from the crowd because of their achievements and commitment to lead by example and encourage others on the path to success.
Beirne Wealth Consulting Services, LLC (“BWC”) is pleased to announce the hiring of Samantha Hicks as the firm’s new Service Advisor and Manager. In her role as Service Advisor and Manager, Samantha will provide support through managing and gathering client information, working directly with clients to service their accounts, and assisting clients through the process of creating a tailored financial plan to meet the needs of their life and financial goals.