Last month, BWC’s Jeff Bradanini was a special guest speaker at the Barron’s Advisor Teams Summit in Nashville, Tennessee. This event is by invitation only and brings together elite-tier advisory teams for three days of rich content, designed to address the complexities of interpersonal dynamics, provide insights on financial management and share innovations in wealth management.
BWC is proud to announce that Beirne Wealth Consulting Services, LLC has been selected by Barron’s in its “2022 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.
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.