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
Fed Rate Policy Update: Are Cuts on the Horizon?
Markets are anticipating that the Federal Reserve will begin cutting interest rates later this year. In this video, Focus Partners’ Kevin Grogan breaks down the Fed’s decision to hold rates steady in May and discusses the potential implications for investors. In May, the Fed decided to hold rates steady at 4.25%–4.5%, alongside signs of easing inflation and a softening labor
Will vs. Trust: Which Best Protects Your Wealth and Legacy?
A Last Will and Testament and a Revocable Trust are two essential tools for distributing assets — but which one is the right fit for your estate plan? Estate planning isn’t just about distributing assets — it’s about protecting your legacy, preserving family harmony, and ensuring wealth is transferred with precision, discretion, and control. Two key instruments at the core
Is It Time for Investors to Rethink Global Diversification?
In light of evolving tariff policies, market commentators are questioning whether a large international presence is becoming more of a challenge than an asset for U.S. companies. In this video, Focus Partners’ Jason Blackwell discusses how shifts in global trade and domestic production could be reshaping investment trends. As large U.S. companies like those in the S&P 500 generate substantial