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Beirne Wealth Consulting LLC

EST. AUM
$2,259,001,736

CONTACTS
3

CLIENT ACCOUNTS
1,460

Firm Details

Metro area Stamford
CRD Number 167103
Website beirnegroup.com
Client types

Overview

Beirne Wealth Consulting Services, LLC (BWC) is an SEC registered investment advisory firm based in Shelton, CT. The company is privately-owned, and the partners have been providing investment advice to institutional and individual clients for over 50 years. At BWC, the firm seeks to help its individual clients recognize their true desires and motivations in terms of lifestyle, retirement, and legacy. Its institutional clients have benefited from BWC's philosophy and disciplined investment process, which has helped fulfill the needs of public and private pension plans, endowments, and foundations over the past five decades. Bringing clarity to the consulting process by being a fiduciary is what its clients expect as BWC consistently thinks differently to navigate the financial markets of today in order to achieve the desired outcomes that matter to its clients.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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