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
Desired Lifestyle
Wealth Transfer Intentions
Charitable Interests
Estate Planning
From the Blog
What a Government Shutdown Could Mean for Markets
The U.S. government looks set to shut down tonight, as policymakers are unable to come to an agreement on funding. This would be the 22nd shutdown since 1976. While some have lasted as short as a single day, the longest shutdown was the most recent—in 2018 to 2019—lasting 34 days. Potential impact on markets Government shutdowns tend to make more
What’s the Difference Between Estate and Gift Taxes?
Financial advisors regularly see this question come up from individuals and couples who are focused on multigenerational planning: What’s the difference between estate and gift taxes, and how do I make sure Uncle Sam doesn’t take more than his fair share? Avoiding estate taxes is top of mind for many clients who want to protect their wealth from unnecessary taxation
Why Did the Fed Lower Rates?
The Fed has restarted its easing strategy to bring short-term rates down. To understand the potential market reactions, we have to determine why the Fed is taking action. Is it a recalibration, or is it a response to heightened recession risks? History shows both playbooks. Since 1981, we’ve seen nine rate cut cycles. Four times the Fed eased from a