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
When a Plan Works
In March, markets gave us a real test. The S&P 500 dropped roughly 10% over a few weeks, headlines turned sharply negative, and plenty of investors were asking whether something had fundamentally changed. This video examines what happened and what it actually taught us. In April, markets fully recovered from that decline. The S&P 500 is trading near where it
Business Succession Planning Checklist: 9 Steps for a Successful Ownership Transition
Succession planning is not a retirement task. It is a strategic business decision that affects valuation, continuity, family harmony, and long-term wealth preservation. Yet many successful business owners delay it because the questions can get complex. Who takes over? What is the business truly worth? How will leadership transition without disrupting clients, employees, or enterprise value? The strongest succession plans are built intentionally
Q2 Economic Outlook
This video will review our second quarter economic outlook. Markets hit record highs in January, and by March they’ve given it all back. The conflict in the Middle East escalated, oil prices surged, and investors got nervous. This video will review our second quarter economic outlook. Markets hit record highs in January, and by March they’ve given it all back.