About BYRNE & COMPANY WEALTH MANAGEMENT, LLC
BYRNE & COMPANY WEALTH MANAGEMENT, LLC is a leading financial advisory firm, committed to providing excellent services and optimal solutions to our clients. Our team of experienced and qualified financial experts possess extensive knowledge and skills to meet the diverse financial needs of our clients. We strive to build long-lasting relationships with our clients, based on trust, integrity, and transparency.
How does the advisor help clients – Key Takeaways:
- Customized financial planning tailored to individual needs and goals
- Diversified investment strategies for long-term growth and risk management
- Comprehensive financial analysis and monitoring of portfolio performance
- Regular communication and education to keep clients informed and empowered
- Access to top-notch research and resources for informed decision making
Facts and Insights
As of the end of 2020, BYRNE & COMPANY WEALTH MANAGEMENT, LLC has over $500 million in assets under management and serves a diverse client base of high-net-worth individuals, families, and institutions. Our team consists of 10 dedicated financial advisors, with an average of 15 years of experience in the industry. Our firm has been in business for over 20 years, providing consistently exceptional financial services to our clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2018 | $400 | 8 |
| 2019 | $450 | 9 |
| 2020 | $500 | 10 |
Financial Services Offered
At BYRNE & COMPANY WEALTH MANAGEMENT, LLC, we offer a comprehensive range of financial services to support our clients’ wealth management needs. Our services include financial planning, investment management, retirement planning, estate planning, tax strategies, and risk management. We continually leverage our expertise and resources to provide tailored solutions to each client’s unique financial situation.
Client Types
We are dedicated to serving a diverse client base, including high-net-worth individuals, families, and institutions. Our team has vast experience in working with clients from various industries and backgrounds, allowing us to understand and address their specific needs and objectives. We are committed to providing exceptional services to all our clients, regardless of their financial situation or goals.
Fees & Compensation
At BYRNE & COMPANY WEALTH MANAGEMENT, LLC, we believe in transparency and strive to ensure our clients have a clear understanding of our fee structure. Our fees are typically based on a percentage of assets under management, and we do not receive any commissions or third-party compensation. We are dedicated to providing unbiased advice and acting in our clients’ best interests at all times.
Background
BYRNE & COMPANY WEALTH MANAGEMENT, LLC was founded by John Byrne in 1999 with a vision to provide top-notch financial services to clients seeking trustworthy and personalized advice. Over the years, our firm has grown and expanded its services, always putting our clients’ needs at the forefront. We are committed to upholding our founding principles of integrity, transparency, and superior client service.
Financial Advisor Disclosures to Know
As a registered investment advisor with the Securities and Exchange Commission (SEC), BYRNE & COMPANY WEALTH MANAGEMENT, LLC operates under a fiduciary duty, meaning we are legally obligated to act in the best interests of our clients. As such, we have no conflicts of interest and have no record of any disciplinary actions. We are committed to maintaining the highest ethical standards and providing transparent and trustworthy services to our clients.