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
How You May Benefit from Integrated Wealth-Management and Tax-Return Preparation Services
Tax-return preparation is becoming a core component of modern wealth management. In recent years, clients have benefited dramatically as their financial advisors have adopted increasingly “holistic” approaches to wealth management. In addition to foundational portfolio-management services, many of the industry’s most capable firms now offer tax planning, estate planning, risk management, and other services such as retirement, education, philanthropic, and
The K-Shaped Economy and What It Means for Your Portfolio
You’ve probably heard the phrase “K-shaped economy” by now. The idea is simple. One group of Americans is doing better than ever. Asset prices are up, home equity is up, portfolios are at record highs. Another group is feeling squeezed by higher prices on groceries, rent, insurance, and just about everything else. Same country, two very different experiences. This video
9 Signs You’ve Outgrown Your Financial Advisor – And How to Choose the Right One
As your wealth grows, often so does its complexity. What worked when you were building your portfolio may not be sufficient as you approach retirement, manage concentrated positions, plan for wealth transfer, or navigate major life transitions. Your financial advisor should evolve as you do. Ideally, this person can serve not only as your investment manager but as a comprehensive financial architect, building your long-term strategy and legacy plan. If you’re unsure whether