• Independent, Objective  Financial Advice

    Independent, Objective
    Financial Advice

    We are an independent Registered Investment Advisor (RIA).

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  • "We work closely with you to build and preserve your wealth."

    - John A. Beirne, Jr.
    Founding Partner & Chief Investing Officer

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  • "Our clients benefit from personalized services delivered in a highly flexible & transparent environment."

    - Jim Betzig
    Partner & Chief Operating Officer

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  • Independent, Objective  Financial Advice

Complete Wealth Consulting

Families and Individuals

Families and Individuals

It’s always a good idea to periodically regain your bearings and verify the trajectory of your investment strategy. Particularly given today’s increasingly complex financial markets, there has never been a better time for a current assessment.

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DefinedBenefit Plans

Defined
Benefit Plans

Advisory solutions based on your unique goals and the role of your pension plan within your overall business strategy.

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DefinedContribution Plans

Defined
Contribution Plans

Your Strategic Partner for Defined Contribution/401(k), 403(b) & 457 Plans.

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Endowments & Foundations

Endowments & Foundations

As an institutional investment advisor and fiduciary with particular expertise consulting non-profit organizations, BWC offers proven practices coupled with an innovative and proactive approach that truly sets us apart.

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About Beirne Wealth Consulting

Outcomes matter. Trust is earned.

Beirne Wealth Consulting (“BWC”) is an SEC Registered Investment Advisor. A growing, privately owned firm with offices in Connecticut, Pennsylvania, and Florida, we provide independent, fee-based investment management services and innovative financial strategies.

Who we serve

Our institutional business provides consulting expertise to defined benefit and defined contribution plans, endowments, foundations and non-profits. Our private clients include wealthy individuals and prominent families many of whom bring complex wealth management challenges and multigenerational planning needs.

From our family to yours,
Let Us Earn Your Trust.

At BWC, our guiding belief that outcomes matter and accountability is our responsibility is something we take very seriously. Or in the words of our founder—we strive to create portfolios and build financial strategies that help our clients eat well and sleep well. This kind of thinking truly resonates with both our institutional and private clients. And it is particularly relevant in times like these when markets change so rapidly and uncertainty abounds.

Beirne Wealth Consulting
- The BWC Partners

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Let's Get Acquainted

We offer a complimentary introductory meeting to describe our services
and to see if our services are right for you.

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