CONTRACTONGOING

Pension Board Uses Beirne Wealth for Investment Advice

Document date: Aug 4, 2025
Term: 2017 through 2024

What it covers

The Town of Trumbull Pension Board has engaged Beirne Wealth Consulting, LLC to provide ongoing investment advisory services for the closed pension plan from 2017 through 2024. The advisor supports portfolio reviews, flash reports, and governance for the retirement fund.

Who holds it

Beirne Wealth Consulting LLC holds this financial services contract with Trumbull village. Its other public contracts on record include work for City of Bristol and Bristol Police Department.

What happens next

Term as filed: 2017 through 2024.

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Contract details

Contract type: Financial Services
Document date: August 4, 2025
Term: 2017 through 2024
Vendor: Beirne Wealth Consulting LLC
Agency: Trumbull village
Source document: trumbull-town-council-meeting-minutes-august-4-2025_578.pdf (Minutes)

Beirne Wealth Consulting LLC's other public contracts

City of Bristol, ConnecticutRetirement Board Reviews Investments With Beirne Wealth Consulting · Oct 8, 2026Undisclosed Bristol Police Department, ConnecticutBristol Board Schedules Beirne Wealth Investment Review · Oct 1, 2026Undisclosed City of Bristol, ConnecticutBoard to Review Beirne Wealth Consulting Item · Sep 10, 2026Undisclosed City of Bristol, ConnecticutBoard Schedules Investment Review with Beirne Wealth Consulting · Sep 10, 2026Undisclosed City of Bristol, ConnecticutRetirement Board Reviews Beirne Wealth Consulting · Aug 13, 2026Undisclosed All Beirne Wealth Consulting LLC contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by Trumbull village?

Beirne Wealth Consulting LLC was awarded this financial services contract by Trumbull village, as recorded on August 4, 2025.

What type of contract is this?

This is a Financial Services contract, documented as a minutes record.

Where was this contract approved?

This contract appears in trumbull-town-council-meeting-minutes-august-4-2025_578.pdf (Minutes), dated August 4, 2025 from Trumbull village. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Beirne Wealth Consulting LLC hold?

Beirne Wealth Consulting LLC may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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What is Trumbull village currently buying?

Explore Trumbull village's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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