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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.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
2 - 9
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Locations
New York, NY
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Year founded
Founded 2003
1 Locations
- New York , NY
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