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
Costly Wealth Transfer Mistakes to Avoid
Transferring wealth is a complex process that requires careful planning, clear communication, and regular updates. Your estate plan, which includes your legacy plan and trust documents, ensures that your wealth is distributed according to your wishes. However, without proper planning, costly mistakes—sometimes irreversible—can occur. While estate planning can be an emotional process, it can also be incredibly satisfying and fulfilling.
Staying Invested During Uncertain Times
Should investors stay the course when uncertainty rises? Focus Partners’ Jason Blackwell provides perspectives on investing when market sentiment becomes less optimistic. At the end of February, the American Association of Individual Investors reported the lowest level of bullishness from retail investors since March 2023, with less than 20% of respondents describing themselves as bullish and more than 60% pessimistic
How to Navigate Rising Homeowners Insurance Costs
In today’s constantly changing financial landscape, taking a comprehensive look at your financial well-being—including savings, spending, living expenses, and emergency funds—is more important than ever, especially when it comes to rising insurance costs for homeowners. With increasing premiums and changing policies, homeowners face greater complexity when assessing their coverage options. Let’s explore what has led to higher costs for homeowners