Beirne Wealth Consulting

  • Financial Services
  • Shelton CT
  • 13 employees
  • Financial Services
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Company Overview

Headquarters
3 Enterprise Dr Ste 410, Shelton CT
Website
beirnewealth.com
Phone
(203) 701-8606
Employees
13
Founded in
2012
Industry
Financial Services
NAICS Code
NAICS Code 5239 Companies
NAICS Code 523 Companies
NAICS Code 52 Companies
NAICS Code 52393 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$6B

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Who is Beirne Wealth Consulting

Beirne Wealth Consulting Services, LLC is a privately-owned investment advisory firm based in Shelton, Connecticut. The company employs 13 people and generates approximately $5.6 million in annual revenue. Beirne Wealth Consulting provides investment advice to both individual and institutional clients. Their individual clients receive guidance on financial planning for lifestyle, retirement, and legacy goals. Institutional clients, including public and private pension plans, endowments, and foundations, benefit from the firm's disciplined investment process. Beirne Wealth Consulting distinguishes itself by prioritizing transparency and acting as a fiduciary, putting clients' interests first. They emphasize a unique approach to navigating financial markets, aiming to achieve desired outcomes for their clients. Visit beirnewealth.com for more information.

Beirne Wealth Consulting Industry Tags

Client Assessment
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
Financial Services
Financial Advisory Services
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Beirne Wealth Consulting Tech Stack

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Companies Similar to Beirne Wealth Consulting

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6M 4 Chicago, IL 1995
6M 108 Los Angeles, CA 2014
6M 23 Los Angeles, CA 1991
6M 6 Lewisville, TX 1991
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FAQ

What is the location of Beirne Wealth Consulting's headquarters?
The headquarters of Beirne Wealth Consulting are situated at 3 Enterprise Dr Ste 410, Shelton CT
What is Beirne Wealth Consulting's phone number?
Beirne Wealth Consulting's contact number is (203) 701-8606.
What is Beirne Wealth Consulting's official website?
The official website of Beirne Wealth Consulting can be found at beirnewealth.com.
What is Beirne Wealth Consulting's current revenue?
As of January 2015, Beirne Wealth Consulting's annual revenue reached $6B.
How many employees does Beirne Wealth Consulting currently have?
Beirne Wealth Consulting employs approximately 13+ people as of January 2015
Which industries is Beirne Wealth Consulting primarily operating in?
Beirne Wealth Consulting operates in the following industries: Finance, Credit
What are Beirne Wealth Consulting's industry tags?
Beirne Wealth Consulting's industry tags include: Client Assessment, Asset Allocation, Portfolio Implementation
When was Beirne Wealth Consulting founded?
Beirne Wealth Consulting was founded in 2012.

Employee Directory

Key Employees

Bernie McGorry

Owner

Phone Email

Samantha Hicks

Service Advisor, Manager

Phone Email