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
5 Reasons to Choose an Independent Trustee Over a Family Member
One of the most important decisions you’ll make during estate planning is choosing who will serve as your trustee after you pass away. For many families, the instinct is to choose a spouse, sibling, or trusted friend. On the surface, this feels natural. Who better to handle your affairs than someone who knows you best? However, I’ve worked with thousands of clients and reviewed numerous estate plans. I’ve seen the same challenge play out repeatedly: Asking
The Economic Crossroads Shaping 2026
While the economy showed strong growth in 2025, emerging risks—such as a cooling labor market and weak consumer confidence—create uncertainty heading into 2026. Driven by consumer spending and productivity, the economy had very solid growth in 2025, particularly in the second half of the year. However, the labor market is clearly cooling. Job growth has slowed materially, and unemployment has
2026 Social Security Changes: Tax and Benefit Strategies for High-Net-Worth Individuals
Explore how 2026 Social Security changes affect high-net-worth individuals and learn tax and benefit strategies to maximize lifetime income. Key Points Maximum Taxable Earnings Rise to $184,500: Direct increase in Federal Insurance Contributions Act (FICA) payroll taxes for high earners. Medicare Income-Related Monthly Adjustment Amount (IRMAA) Base Threshold Rises to $109,000 (Single) and $218,000 (Joint): Strategic tax moves (like Roth conversions) should be timed two years in advance (2024 income for 2026