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

Forward Planning
Tax-Deferred vs. Tax-Free
Minimizing Income & Estate Tax

Desired Lifestyle
Wealth Transfer Intentions
Charitable Interests
Estate Planning

Bond Ladders
Tax Efficiency
Pensions & Annuities
Spend-Down Strategies

Diversification
Risk-Based
Goal-Oriented Returns

Social Security Strategies
Medicare Choices
Medicare Supplements

Personal Insurance
Professional Insurance

From the Blog

Budgeting Tips for the Holiday Season

January is the busiest time of year for budgeting. The aftermath of the holiday season leaves people questioning their decisions as they get their credit card bills: “We spent how much?!” That’s when they seek help to figure out how to pay off the debt and set resolutions to have a financially sound new year. Instead of scrambling for gifts

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The Corporate Transparency Act: What Business Owners Need to Know

Business owners, are you sure you’re in compliance with the Corporate Transparency Act? In January, penalties will begin if you haven’t filed an initial report with your ownership details. The Corporate Transparency Act (CTA), enacted in 2021, aims to curb illicit activities such as tax fraud, money laundering, and terrorist financing by requiring more detailed ownership information for certain U.S.

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Why This Time Isn’t Different

When uncertainty arises, a common phrase from investors tends to be repeated: “This time is different.” Is it? When investors start to worry about the direction of the market, they often consider significantly reducing their stock allocation. Historically, 29% of calendar quarters have been negative for the S&P 500, making short-term market declines a reasonable concern. However, despite periodic downturns

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