Beirne Group

Beirne Group Beirne is a SEC registered investment advisory firm based in Connecticut

Beirne Wealth Consulting (“BWC”) 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 BWC 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 4 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 BWC to navigate the financial markets of today in order to achieve the desired outcomes that matter to our clients.

The Beirne Brief: Q3 2026 Market UpdateBeirne Group is a registered investment advisor with the SEC. Registration does n...
10/07/2026

The Beirne Brief: Q3 2026 Market Update

Beirne Group is a registered investment advisor with the SEC. Registration does not imply a certain level or skill or training. The information presented does not take into account the investment objectives, financial situation, or particular need of any specific person and should not be construed as personalized advice.

Our team was honored to once again support the North Haven Professional Firefighters Association Golf Tournament as a sp...
09/25/2026

Our team was honored to once again support the North Haven Professional Firefighters Association Golf Tournament as a sponsor last week.

We're grateful for the opportunity to be involved for another year and to support North Haven's Bravest; the men and women who dedicate themselves to protecting and serving our community every day.

We're proud to continue our partnership with the North Haven Professional Firefighters Association and support an organization that plays such an important role in our community. Thank you for another great event and for all you do to keep North Haven safe!

On September 11th, we remember the lives that were lost, the families who were changed forever, and the countless first ...
09/11/2026

On September 11th, we remember the lives that were lost, the families who were changed forever, and the countless first responders who courageously answered the call.

Today, we honor their memory and reflect on the strength, courage, and unity that followed one of the most difficult days in our nation's history.

Forever remembered. Forever honored. Never forgotten.

09/10/2026

Everything has a price, including money.

The 30-year U.S. Treasury yield recently climbed above 5.3%, reaching levels not seen since 2007.

Inflation, government borrowing, interest rate uncertainty and strong equity markets are among the factors influencing today's bond market. But what do rising yields and market headlines mean for you?

The most important question is whether anything has changed in your life, goals or financial priorities.

Markets will continue to move. Your financial strategy should remain focused on what matters most to you.

Have questions about what today's market environment means for your financial plan? Let's connect.

09/07/2026

Labor Day is easy to enjoy without thinking too much about it. But at its heart, it's a day set aside to recognize something simple worth honoring: the value of hard work, and the people whose effort keeps everything running.

In recognition of Labor Day, our offices and the markets will be closed today, Monday, September 7th. We will resume normal business activity tomorrow, Tuesday, September 8th.

Wishing our clients and community a safe and enjoyable Labor Day!

Devoted service is never static. It's continually refined. We're proud to keep investing in an experience that reflects ...
08/17/2026

Devoted service is never static. It's continually refined. We're proud to keep investing in an experience that reflects the caliber of service, thoughtful guidance, and commitment that helps define Beirne.

With the new Trump Accounts now in effect, many families have questions about what they are and who may be eligible.The ...
07/23/2026

With the new Trump Accounts now in effect, many families have questions about what they are and who may be eligible.

The information below highlights some of the key features and considerations.

Have any questions? Contact us to learn more.

Honored to support another great season of Music Under the Stars at the North Haven Town Green and the community that ma...
07/17/2026

Honored to support another great season of Music Under the Stars at the North Haven Town Green and the community that makes it possible.

This past Tuesday, Beirne's Chief Operating Officer, JR DeFrancesco, proudly accepted the Platinum Sponsor recognition plaque during Sponsor Night.

The concert series continues every Tuesday at 7:00 p.m. through August 18th. We're proud to support events that bring neighbors, families, and friends together to enjoy live music all summer long!

Summer is often a time to slow down, recharge, and spend more time with family. But it's also a great opportunity for a ...
07/10/2026

Summer is often a time to slow down, recharge, and spend more time with family. But it's also a great opportunity for a mid-year financial check-in.

Financial wellness isn't about making constant changes; it's about staying informed and making thoughtful decisions along the way.

A mid-year review can help ensure the second half of the year starts with confidence.

The Beirne Brief: Q2 2026 Market UpdateBeirne Group is a registered investment advisor with the SEC. Registration does n...
07/02/2026

The Beirne Brief: Q2 2026 Market Update

Beirne Group is a registered investment advisor with the SEC. Registration does not imply a certain level or skill or training. The information presented does not take into account the investment objectives, financial situation, or particular need of any specific person and should not be construed as personalized advice.

Address

3 Enterprise Drive, Suite 410
Shelton, CT
06484

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+12037018606

Alerts

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