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. O

ur 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.

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.

As we celebrate this Independence Day, we're reminded that freedom is built through thoughtful planning, resilience, and...
07/02/2026

As we celebrate this Independence Day, we're reminded that freedom is built through thoughtful planning, resilience, and a long-term perspective.

A friendly reminder that in recognition of the holiday, our office, as well as the markets will be closed tomorrow July 3rd. We will resume normal business on Monday, July 6th.

Wishing you, your family, and your community a safe and happy Fourth of July.

Happy Father's Day to all the fathers and father figures who make a difference through their guidance, support, and unwa...
06/21/2026

Happy Father's Day to all the fathers and father figures who make a difference through their guidance, support, and unwavering dedication.

Today we celebrate the role you play in shaping families, strengthening communities, and inspiring future generations.

From all of us at Beirne, we wish all celebrating a wonderful Father's Day.

06/19/2026

Today marks Juneteenth; The anniversary of June 19, 1865, when the last enslaved Americans in Galveston, Texas, finally learned they were free, more than two years after the Emancipation Proclamation.

It's a day that carries weight. A reminder that freedom, once declared, still had to travel. That progress is rarely immediate, and rarely finished.

It's a day for remembering, for listening, and for noticing how history continues to shape the present. Whether you mark it with family, with reading, with conversation, or with stillness, we hope it offers space for reflection.

A friendly reminder that our office, as well as the markets, are closed. We will resume normal business on Monday June 23rd.

06/16/2026

Before summer gets into full swing, take a quick mid-year financial check-in.

Ask yourself:
✔️ Is my tax withholding still accurate?
✔️ Are my beneficiary designations up to date?
✔️ Does my insurance coverage fit my current needs?
✔️ Am I on track with 401(k), IRA, or HSA contributions?
✔️ Do I have a realistic plan for summer spending?

You don’t need a complete financial overhaul. Just a few proactive reviews now can help avoid surprises later. Small adjustments today can make a meaningful difference by year-end.

If any of these questions raise concerns or you'd simply like a second opinion, our team is here to help. A brief conversation can help provide clarity and guidance to help keep you on track for the rest of the year.

On this Memorial Day, we honor and remember the brave men and women who made the ultimate sacrifice in service to our co...
05/25/2026

On this Memorial Day, we honor and remember the brave men and women who made the ultimate sacrifice in service to our country. Their courage, dedication, and selflessness will never be forgotten. We are grateful for their service and extend the deepest respect to the families who carry their legacy forward.

In observance of the holiday, our office and the markets are closed. We will resume normal business hours tomorrow Tuesday, May 26th.

05/19/2026

Financial wellness is more than budgeting and saving. It’s about creating stability, confidence, and opportunity for the people who matter most.

For families, financial wellness means building a foundation where children can thrive, goals feel achievable, and unexpected moments are met with preparedness instead of fear.

For women, it’s also about empowerment; Having the knowledge, resources, and confidence to make informed financial decisions, grow wealth, and create lasting generational impact.

When investing in financial education and healthy financial habits, we believe it strengthens not only individual households, but entire communities.

Financial wellness is not a destination. It’s a lifelong journey toward security, freedom, and peace of mind.

05/12/2026

Last week, we talked about 529 plans and the importance of planning ahead for education expenses.

Family financial planning goes far beyond college savings. Protecting your income, preparing for retirement, building emergency savings, and creating long-term stability are all part of the bigger picture.

The goal isn’t just having a financial plan. It’s about creating peace of mind for your family and confidence in your future.

No matter where you are financially, small steps today can make a major difference down the road. If you’d like to talk through your goals or current plan, we’re always happy to connect.

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

Website

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