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
7 Things to Do After Your Divorce: A Post-Divorce Checklist
Key Points After a divorce, it is recommended that you immediately update financial accounts, legal documents, insurance policies, and tax status to protect your assets and avoid future complications. A structured post-divorce checklist helps organize important documents, including deeds, beneficiaries, liabilities, and estate planning documents. Post-divorce financial planning requires proactive steps such as auditing and dividing assets and debts, revising budgets, and rebuilding emergency savings. Working with
Monthly Investment Commentary: February 2026
News around private credit may sound alarming, but the outcomes don’t have to be. As always, prudent manager selection, strong underwriting, and a diversified portfolio can provide a more comfortable future than the headlines may lead you to believe. Recent Private Credit Headlines and the Importance of Manager Selection Recent headlines around private credit have reignited familiar investor concerns. Reports
An Overview of Private Credit
Private credit remains sound overall, but recent valuation swings highlight that strong manager selection is essential for investors. Focus Partners’ Kevin Grogan shares three important things that matter when evaluating private credit managers. Private credit has been in the headlines over the past few months, with periodic news about sharp valuation adjustments in certain private credit funds. We think these