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 Rise of the Retail Investor
Retail investors are driving more of today’s market action than ever before. Focus Partners’ Kevin Grogan shares what is behind this trend and what it may mean for long-term investors. The retail investor movement began over a decade ago with the launch of Robinhood. Young and lower income investors were able to trade U.S. equities for $0, paving the way
The Hidden Tax Torpedo in the One Big Beautiful Bill and How to Avoid It
There’s a lot to unpack with the One Big Beautiful Bill Act. It is the most sweeping piece of tax legislation since The Tax Cuts and Jobs Act of 2017. Perhaps the most impactful change from a tax planning perspective is the temporary increase of the state and local tax (SALT) itemized deduction from $10,000 to $40,000. The new $40,000
Investing at All-Time Highs
When markets hit record highs, it’s natural for investors to hesitate. Concerns often arise—have I missed the rally? Are valuations too stretched? Is buying now too risky? Focus Partners’ Jason Blackwell breaks down what history and data reveal about investing at all-time highs. Contrary to common fears, market peaks have not always been poor entry points. While valuations can provide