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 Q3 2025
Focus Partners’ Kevin Grogan looks ahead to the second half of 2025, sharing our latest perspectives on the economy. After a 0.5% contraction in the first quarter, growth appears to have rebounded, with the Atlanta Fed’s GDPNow forecasting a 2.6% expansion for the second quarter. The labor market remains resilient—jobs are still being added, though at a slower pace—while unemployment
Quarterly Outlook: Uncertain Trade Policy Weighs on Growth
Main Takeaway Uncertainty around trade policy continues to weigh on the U.S. economy, with signs of slowing emerging in the second half of the year. Real final private demand (GDP less more volatile components such as inventories, trade, and government spending) is projected at 0.9%, down from 1.9% in Q1. Still, the labor market remains resilient, with unemployment steady at 4.1% and monthly job gains
Quarterly Investment Commentary: July 2025
After a rocky start to the second quarter, marked by tariff headlines, shaky consumer confidence, and market volatility, markets ended the quarter much higher than they began. The S&P 500 gained 10.9%, fully recovering from April’s dip, and finishing the first half in positive territory. Developed international stocks returned 11.8% for the quarter and 19.5% year to date, helped by