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
Quarterly Outlook: The Fed Turns Hawkish as Growth Cools
Main Takeaway The U.S. economy rebounded from a slow fourth quarter, expanding at a 2.1% annualized rate1 in Q1. Consumer spending remained resilient despite declining consumer confidence. Meanwhile, tensions in the Middle East continue to pressure energy prices and add to market uncertainty. The labor market remains healthy overall but is showing signs of cooling, with employers adding just 57,000
Charitable Bequests: Practical Advice for Tax-Efficient Giving
Charitable bequests are one of the most tax-efficient ways to leave a legacy. By designating a charity as a beneficiary of your IRA or estate, you can maximize the impact of your giving and potentially reduce your heirs’ tax burden. However, as considerate as these strategies may be, real-world implementation can often bring about unexpected complications. Understanding both the benefits and the potential pitfalls of a bequest
Scaling Smart: Using Capacity to Guide Growth and Hiring
At the core of any wealth management offering is the advisory team—the professionals responsible for building relationships, delivering advice, and earning client trust. At Focus, these teams are typically comprised of a lead Wealth Advisor (WA) and an Associate Wealth Advisor (AWA). Together, they account for the majority of time spent with clients, delivering life-forward financial planning, investment guidance, aiming