Working Together

At Brown Edwards Wealth Strategies, we build strong relationships with our clients to better understand their values and dreams for the future. Then we design holistic, evidence-based plans that put our clients on the right path to achieve their goals.

Our Clients Are at the Center of Everything We Do

Brown Edwards Wealth Strategies is part of an alliance of independent advisors, researchers and national thought leaders. BEWS is devoted to helping people just like you achieve their most important goals. Our organization was created with the idea of putting client’s interests first.

How We Serve Our Clients

True Wealth Management

Individuals and families connect their financial lives with their values and goals through tailored wealth solutions, investments and comprehensive financial planning.

Retirement Plans

401(k) plan sponsors benefit from investment management by a 3(38) fiduciary that’s committed to transparency, responsible investment options and participant education.

Institutional Services

Community foundations, continuing care facilities, private schools, cultural institutions and other nonprofits advance their mission and goals with prudent investment management and financial guidance.

Our Comprehensive Services

Forward Planning
Tax-Deferred vs. Tax-Free
Minimizing Income & Estate Tax

Desired Lifestyle
Wealth Transfer Intentions
Charitable Interests
Estate Planning

Bond Ladders
Tax Efficiency
Pensions & Annuities
Spend-Down Strategies

Diversification
Risk-Based
Goal-Oriented Returns

Social Security Strategies
Medicare Choices
Medicare Supplements

Personal Insurance
Professional Insurance

From the Blog

Should Investors Be Focusing More on International Stocks?

In the first quarter, international stocks outperformed U.S. stocks, marking a potential reversal in a decade-long trend of U.S. market dominance. Focus Partners’ Kevin Grogan shares perspectives on staying diversified across regions no matter which one is currently leading the trend. After years of U.S. stock market dominance, market commentators are questioning whether the tide may be turning. In the

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Retired Public Employee? You May Qualify for Retroactive Social Security Benefits

Retired public school teachers and former state or local government employees currently receiving a pension may have an opportunity to claim retroactive Social Security benefits, thanks to recent legislative changes. Whether you fall into this category, have a spouse who does, or know family or friends who do, this change may make a significant difference for your overall retirement planning.

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Quarterly Outlook: Slower Growth Expected Amid Shifting Trade Policies

Main Takeaway The U.S. economy shows early signs of slowing in 2025 as uncertain trade policy rattled markets in the first quarter and into early April. As of April 3, the Atlanta Fed projected a 2.8% contraction for the first quarter, driven by slower consumer spending and a surge in imports ahead of tariffs. Top Risks The risk of a

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