As partner and chief executive officer at BWC, Jim Betzig is responsible for the day-to-day operation of the company. He specializes in working with both institutional and high-net-worth clients, assisting in financial planning, asset allocation, tax-free investing, manager searches and selection, and liability management. In addition, Betzig manages the education program for 401(k) clients.
E-mail: JBetzig@BeirneWealth.com
www.beirnewealth.com
Phone: (203) 701-8975
