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Jim Betzig, CIMA®

Jim Betzig, CIMA®

Partner, CEO, Beirne Wealth Consulting, LLC

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

5 Fiduciary Questions 401(k) Advisers Need To Answer
investing

5 Fiduciary Questions 401(k) Advisers Need To Answer

The new broker rule is bound to worry plan sponsors. Be ready.
July 26, 2016