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
9 Signs You’ve Outgrown Your Financial Advisor – And How to Choose the Right One
As your wealth grows, often so does its complexity. What worked when you were building your portfolio may not be sufficient as you approach retirement, manage concentrated positions, plan for wealth transfer, or navigate major life transitions. Your financial advisor should evolve as you do. Ideally, this person can serve not only as your investment manager but as a comprehensive financial architect, building your long-term strategy and legacy plan. If you’re unsure whether
Private Credit: The Harder Questions
When it comes to private credit, a number of questions can arise, including those around asset class, credit quality, and steps investors may wish to take. We follow up on our earlier discussion about this topic and dive beneath the headlines to offer our thoughts. In February, we wrote about the headlines dominating private credit coverage, arguing that outcomes are
Navigating Uncertainty: What Inflation Means for Bonds Today
While inflation has eased, it remains a significant driver of behavior in the bond market. Although inflation has come down from its peak, it hasn’t fully gone away, and we continue to feel the effects of that uncertainty in the bond market. Forces Shaping Today’s Bond Market Starting with Treasuries, they remain highly sensitive to inflation expectations and Federal Reserve