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
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
The Hidden Cost of Waiting for a Better Entry Point
Successful investors know the biggest risk isn’t investing in the market at the wrong time—it’s never investing in the first place. One of the most common mistakes some investors make isn’t picking the wrong investment—it’s waiting for a better time to invest. With geopolitical uncertainty, oil prices, volatility, and a new Fed chair potentially coming in later this year, there’s no doubt there’s a lot to worry about right now in markets. This video explores why time in
Bear Market vs. Bull Market: What Retirees Need to Know
“The investor’s chief problem and even his worst enemy is likely to be himself.” — Benjamin Graham Quite often, markets remind us that uncertainty is simply part of investing. Our behavior, emotions, and how we react to them matter far more than prediction. During market volatility, headlines tend to grow louder, and noise floods the news. It’s completely normal to feel uneasy. But, during this