Business Details
Your Trusted Partner for Financial Advisory Services in New York
Beech Hill Securities is a traditional boutique investment advisory firm based in New York City. For over three decades, our principals have collaborated closely with clients to develop tailored investment strategies and build individual portfolios aligned with evolving financial goals. We specialize in managing equity, fixed income, and balanced-investment portfolios on a discretionary basis, prioritizing client security through a client-centered approach. Our process begins with in-depth dialogue to understand client circumstances, short- and long-term objectives, and financial possibilities, fostering strong client relationships that are essential to successful outcomes. As an independent SEC-registered investment advisor (RIA), we maintain rigorous compliance standards while delivering personalized service.Our team includes experienced professionals with expertise in asset management, financial planning, and fixed income portfolios. We work collaboratively with clients' accountants and attorneys to ensure tax-efficient solutions and estate-planning alignment. Our investment strategies are supported by a weekly committee of experts who evaluate current and potential investment opportunities. We execute trades through dually registered representatives of Beech Hill Securities, Inc., a FINRA and SIPC member firm. Our commitment to transparency, integrity, and client-focused service has earned us consistent recognition from our clientele.
Services
Asset Management
Investment Advisory
Financial Planning
Estate Planning
Brokerage Services
Municipal Fixed Income
Core Strategy Analysis
Highlights and features
- We offer over three decades of experience in personalized investment advisory services.
- Our client-centered approach prioritizes individual financial goals and evolving needs.
- We maintain SEC registration and collaborate with top-tier financial professionals.
- Our weekly investment committee ensures rigorous evaluation of market opportunities.
- We provide comprehensive financial planning integrated with tax and estate strategies.
Associations and certifications
- SEC-registered Investment Advisor (RIA)
- Member FINRA
- Member SIPC
Services
Asset Management
We provide discretionary asset management for equity, fixed income, and balanced portfolios. Our approach combines personalized strategy development with ongoing portfolio adjustments to meet evolving client objectives. Our team of experienced portfolio managers employs a committee-driven investment process to optimize client outcomes.
Financial Planning
Our comprehensive annual financial planning service integrates tax efficiency and estate-planning considerations. We collaborate with clients' professional networks to create holistic financial strategies that address both immediate needs and long-term goals through regular portfolio reviews.
Brokerage Services
We execute trades through dually registered representatives of Beech Hill Securities, Inc. This service provides access to securities transactions while maintaining clear separation between advisory services and brokerage activities through our non-affiliated registered broker-dealer partnership.
Municipal Fixed Income
Our specialized municipal fixed income service focuses on tax-advantaged investment opportunities. Led by experienced portfolio managers, this service provides regular market analysis and tailored bond portfolio strategies to enhance clients' fixed income allocations with tax-efficient solutions.
Core Strategy Analysis
We offer proprietary market commentary and economic analysis from our portfolio management team. This service provides clients with quarterly updates on investment strategies, economic trends, and sector-specific insights to inform ongoing portfolio management decisions.
People
Will Wurm
CEO and Senior Portfolio Manager
Portfolio manager since 1992, joined BHA in 2003, became CEO in 2012. CFA charterholder with expertise in equity selection and mutual fund management. Active in maritime safety foundations and local yacht club leadership.
Veronica Marton
Partner and Director of Client Relations
Key contact for prospective clients, overseeing client relationship development and service coordination. Brings extensive experience in financial services client management and relationship building within the advisory firm.
Evan Slater
Vice President and Fixed Income Portfolio Manager
Specializes in municipal fixed income portfolio management. Provides regular market analysis and develops bond investment strategies while maintaining active client communication about fixed income allocations.
Michael Stern
Vice President and Portfolio Manager
Experienced portfolio manager with responsibility for client portfolio construction and ongoing investment strategy implementation. Works closely with clients to maintain alignment with financial objectives.
Brad Small
Vice President, Insurance and Retirement Planning
Focuses on insurance solutions and retirement planning strategies. Integrates comprehensive planning with investment management to address clients' long-term financial security needs through specialized insurance products.
Questions
What investment services do you offer?
We offer discretionary asset management for equity, fixed income, and balanced portfolios, along with comprehensive financial and estate planning services.
How are your investment strategies developed?
Our strategies combine client-specific objectives with weekly committee analysis of market opportunities, led by experienced portfolio managers with decades of industry expertise.
Are you registered with regulatory authorities?
Yes, we are an SEC-registered investment advisor (RIA). Our brokerage services operate through Beech Hill Securities, Inc., a FINRA and SIPC member firm.
How do you approach client relationships?
We use a client-centered approach starting with detailed financial discussions, followed by regular portfolio reviews and ongoing strategy adjustments to meet evolving needs.
What geographic areas do you serve?
While based in New York City, we serve clients nationwide through personalized advisory services and remote portfolio management capabilities.
How are advisory fees structured?
Our fees are based on assets under management, with transparent pricing that aligns our interests with clients' long-term investment success.
