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Connecticut Council of Small Towns
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Beirne Wealth Consulting Services, LLC
  • Associate
  • Financial Services
3 Enterprise Drive, Suite 410
Suite 410
Shelton, CT 06484
(203) 701-8606
(203) 701-8607 (fax)
Hours:
8am to 6pm
  • About

    Beirne Wealth Consulting Services, LLC (BWC) is an SEC Registered Investment Advisor that provides independent, fee-based investment management services and innovative financial strategies. Our institutional business provides consulting expertise to defined benefit and defined contribution plans, endowments, foundations, and non-profits.

    The principals of BWC have consulted on municipal pensions for over 40 years. This deep experience has given the team unique insight into the investment needs of institutional clients. BWC’s approach to structuring portfolios has been developed specifically to enable institutional clients to manage their costs and attain top percentile performance.

    The founder has been providing investment consulting services to institutions for over 40 years. John Beirne, a pioneer in the municipal advisory market, was the first investment consultant to invest public pension funds with outside money managers, which is now a standard best practice in the industry. BWC is dedicated to serving institutions by giving objective, transparent, and non-conflicted advice. The team has had a long career of servicing public funds and helping board members and trustees fulfill their fiduciary obligations.


     
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