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
Tax Season is Here: Are Your Withholdings on Track?
April 15 might still feel far away, but as the tax filing deadline approaches, you might hear people saying, “My refund was huge” or “I can’t believe I owed that much this year!” With these phrases common, taxpayers may need a reminder about why they received a refund or a big bill. Basically, it comes down to how well you’ve
How Could Tariff Policies Affect the Economy?
With ongoing changes in tariff policies, investors are experiencing a whirlwind of emotions – sometimes within a single trading session. Should they adjust their investment strategies in response to these developments? How should investors be positioned in light of these developments? Focus Partners’ Jason Blackwell shares perspectives on the economic impact of tariffs. Over the last several weeks, the Trump
You Just Received an Inheritance. Now What?
“When we lose one blessing, another is often most unexpectedly given in its place.” C.S. Lewis There are many things one can do to ensure a smooth transfer of assets from donor to beneficiary prior to death. This article does not address the transfer of assets from donor to beneficiary; it focuses on how the beneficiary can best handle the