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
2025 Tax Planning: Considerations and Opportunities
As we move into 2025, the key tax question is the future of the 2017 Tax Cuts and Jobs Act (TCJA), which introduced significant changes to the tax code with provisions set to expire at the end of next year. Following the 2024 election, which resulted in Republican control of the White House, the Senate, and the House, it’s more
Navigating Conversations About Inheritance With Adult Children
In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan covers an important conversation to have with adult children to minimize conflict and set your family up for financial success. With families gathering and adult children returning home for the holidays, this could be a good time to initiate an important conversation with them about family legacy planning and
Connects Quarterly Webinar: Q4 2024
Our thought leaders share their perspectives on the 2024 election, markets, the economic outlook, and planning opportunities in the months ahead. Our thought leaders share their perspectives on the 2024 election, markets, the economic outlook, and planning opportunities in the months ahead. Our Quarterly Connects Webinar features Buckingham thought leaders’ perspectives on U.S. and global market performance, tax planning considerations