ABOUT US

BEW: Driven by Purpose Powered by Expertise

We build lasting relationships by understanding intimate details of every client — their goals, dreams, challenges, concerns — and designing strategies that adapt to them. Because you deserve more than just wealth management. You deserve to live fully, confidently, and on your own terms.

35+ years

Of Client Relationships

11 Advisors

committed to your well being

100% Employee-Owned

Since 1989

“True financial success is built on foresight, adaptability, and the courage to act decisively when others hesitate.”

—

Jeremy Welch, CFP®
Senior Advisor, Managing Principal

Group 391

We Don’t Settle. Neither Should You.

At BEW, relationships come first. Our advisors blend decades of experience with an unwavering commitment to knowing you — personally and financially.

As a boutique, highly-credentialed team, we never sacrifice attentiveness for scale. We stay ahead of the curve, proactively pursuing forward-thinking strategies to best position you for long-term success.

Meet the team that’s invested in your success.

What We Do

Investment Management

We deliver evidence-based strategies to preserve and grow your wealth, while minimizing risk and maximizing tax efficiency.

Financial Planning

At BEW, every decision is rooted in your long-term success. That starts with a precise framework for decision-making — your financial plan.

Retirement Plan Services

Attracting and retaining top talent is vital to your business’s longevity. We design, implement, and manage retirement plans that help your business cement a long-term competitive edge.

Our Insights

peter_burton

Peter Burton Senior Advisor, Principal November 26, 2024

The Rising Impact of Inflation on Global Markets in 2024

Risk assessments help businesses avoid pitfalls. It explains how to build a risk-aware culture for growth and stability.

peter_burton

Peter Burton Senior Advisor, Principal November 26, 2024

Labor & Employment

The Rising Impact of Inflation

peter_burton

Peter Burton Senior Advisor, Principal November 26, 2024

Corporate Strategy & Risk Assessment

The Importance of Risk Assessment in Corporate Strategy

Risk assessments help businesses avoid pitfalls. It explains how to build a risk-aware culture for growth and stability.

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