...high-touch, unconflicted financial care!
Founded in 2003, Beekman Wealth Advisory (BWA) offers custom wealth education, investment analysis, and portfolio management to a select group of ultra-HNW private investors, their families, and their trusted advisors. The firm operates as a non-discretionary manager-of-managers, providing analysis, advice, and recommendations only. Decision-making is fully client-controlled. BWA sells no financial products and charges fully-disclosed flat-dollar retainer fees only.