Dana McLaughlin, CFP®, C(k)P®, is a Senior Wealth Advisor at Beirne Wealth Consulting, a SEC Registered Investment Adviser with approximately $2 billion in assets under management. She focuses on helping clients to ultimately achieve an overall sense of financial well being by articulating their most important personal goals and connecting those goals regularly with their financial life.
About Beirne Wealth Consulting Services, LLC
Beirne Wealth Consulting Services, LLC ("BWC") is a growing, privately owned, SEC Registered Investment Advisor with about $2 billion in assets under management and more than 25 employees in Connecticut, Pennsylvania and Florida. BWC provides independent, fee-based investment management services and customized financial planning solutions. The firm's institutional business provides consulting expertise to defined benefit and defined contribution plans, endowments, foundations and non-profit organizations. Its private clients include high net-worth individuals and prominent families, many of whom bring complex wealth management challenges and multigenerational planning needs.
612 Wheelers Farms Road | Milford, CT 06461
Phone (203) 951-0306
Mobile (203) 954-9843
Fax (203) 701-8607
E-mail: dmclaughlin@beirnewealth.com
www.beirnewealth.com
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