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...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. 

Undisclosed
Undisclosed
2 - 9
Founded 2003
New York, NY
headquarters

Focus

Service lines
100%
Business Consulting
Business Consulting Focus
60%
40%

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