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

Is U.S. Outperformance Sustainable?

This article is featured in our Spring Quarterly Insights publication. View the full report here. Stock performance over the last decade has some investors questioning the merits of investing internationally. U.S. equity market returns have significantly outperformed their international counterparts by an unprecedented magnitude—In 2024, the S&P 500 posted its second consecutive year of greater than 20% returns, a feat only

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Key Considerations Before Investing in Alternatives

As private markets continue to grow, so do alternative investment options like private equity. But are they a good way to diversify beyond traditional stocks and bonds? Focus Partners’ Kevin Grogan explores what alternative investments are and highlights some key considerations before adding them to your portfolio. Investments generally fall into four major asset classes: stocks, bonds, alternatives, and cash.

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Costly Wealth Transfer Mistakes to Avoid

Transferring wealth is a complex process that requires careful planning, clear communication, and regular updates. Your estate plan, which includes your legacy plan and trust documents, ensures that your wealth is distributed according to your wishes. However, without proper planning, costly mistakes—sometimes irreversible—can occur. While estate planning can be an emotional process, it can also be incredibly satisfying and fulfilling.

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Discover the Freedom that True Wealth Management Brings