Beirne is a SEC registered* investment advisory firm based in Connecticut and Pennsylvania The company is privately-owned and the partners have been providing investment advice to institutional and individual clients for over 50 years. At Beirne, we seek to help our individual clients recognize their true desires and motivations in terms of lifestyle, retirement and legacy. Our institutional clients have benefited from our philosophy and disciplined investment process, which has helped fulfill the needs of public and private pension plans, endowments and foundations over the past 5 decades. Bringing clarity to the consulting process by being a “fiduciary” in our space is what our clients expect us to do as we consistently “think differently” at Beirne to navigate the financial markets of today in order to achieve the desired outcomes that matter to our clients. *Registration does not imply a level of skill or training.
View Top Employees from Beirne Wealth Consulting Services, LLC (BWC)Website | http://www.beirnewealth.com |
Revenue | $5.6 million |
Employees | 13 (10 on RocketReach) |
Founded | 2012 |
Address | 3 Enterprise Dr Ste 410, Shelton, Connecticut 06484, US |
Phone | (203) 701-8606 |
Fax | (203) 701-8607 |
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Industry | Financial Services, Finance General, Client Assessment, Finance, Asset Allocation, Portfolio Implementation, Performance Reporting, Wealth Management, Investment Planning, Retirement Planning, Income Tax Planning, Estate Planning, Education Planning, Philanthropic Planning, Debt Management, Risk Management |
Web Rank | 14 Million |
Keywords | Beirne Wealth Consulting Services, Llc, Beirne Wealth Focus Financial |
Competitors | Ascential Wealth, Bollin Wealth Management LLC, Constant Guidance Financial, Meridian Wealth Advisors, LLC, Waterstone Private Wealth Management |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
Looking for a particular Beirne Wealth Consulting Services, LLC (BWC) employee's phone or email?
The Beirne Wealth Consulting Services, LLC (BWC) annual revenue was $5.6 million in 2023.
John-Oliver Beirne is the President of Beirne Wealth Consulting Services, LLC (BWC).
10 people are employed at Beirne Wealth Consulting Services, LLC (BWC).
Beirne Wealth Consulting Services, LLC (BWC) is based in Shelton, Connecticut.
The NAICS codes for Beirne Wealth Consulting Services, LLC (BWC) are [52393, 52, 523, 5239].
The SIC codes for Beirne Wealth Consulting Services, LLC (BWC) are [62, 628].