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
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.
Geopolitical Tensions Take Center Stage, Clouding Future Growth Outlook
Markets are facing rising geopolitical tensions and policy uncertainty that are clouding the growth outlook—despite signs of underlying economic resilience. Our Quarterly Outlook explores the risks, sources of stability, and key areas to watch as we enter into the second quarter of 2026. Main Takeaway The U.S. economy appeared to slow in Q4, expanding at a modest 0.7%1 annualized pace.
What Is Capital Gains Tax? 2026 Rates Explained
As tax season wraps up, many investors may be reviewing what drove their tax bill last year. For many, capital gains taxes could have played a significant role. If your tax professional didn’t walk you through how capital gains tax works or proactively look for ways to offset it for you, it might be time to explore other options. Capital gains tax is