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
The Economic Outlook for Q4 2024
Our latest Quarterly Outlook explores why the Federal Reserve lowered rates despite inflation still running above its long-run 2% target. The U.S. economy has proven to be more resilient than expected, despite months of predictions about an upcoming recession. Many commentators have expected a downturn since the yield curve inverted in the spring of 2022. Now, the yield curve is steepening, with 10-year Treasury yields
Quarterly Outlook: Inflation Continues to Moderate, Fed Policy Shifts
Main Takeaway The economy has remained resilient, with strong real GDP growth in the second quarter and inflation easing in the U.S. and globally. However, the economy is beginning to show some signs of stress, as unemployment has started to tick up and job growth has slowed. Against this backdrop, Federal Reserve Chair Jerome Powell signaled a significant policy shift
What Kind of Returns Can You Anticipate from Your Portfolio?
When building an investment portfolio, clients commonly ask what rate of return is reasonable to expect over the long term. Related to that point, clients often wonder why their portfolio’s returns may be different relative to well-known benchmarks, or indexes like the S&P 500. Let’s dig into both. What rate of return is a fair long-term expectation? Many investors believe