BEW: Driven by Purpose Powered by Expertise
“True financial success is built on foresight, adaptability, and the courage to act decisively when others hesitate.”
Jeremy Welch, CFP®
Senior Advisor, Managing Principal
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.
LEARN MOREFinancial Planning
At BEW, every decision is rooted in your long-term success. That starts with a precise framework for decision-making — your financial plan.
LEARN MORERetirement 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.
LEARN MOREOur Insights
Ben Peters
Lead Advisor & CCO, Principal
America at 250: A Story of Reinvention
The United States turned 250 years old a few days ago. For investors, the milestone is a chance to celebrate one of history’s most remarkable engines of innovation and wealth creation. Every generation has been convinced that America’s best days were behind it. There have been plenty of reasons for pessimism: World Wars, the Great […]
Jeremy Welch
Senior Advisor, Managing Principal
When You’re Ready to Retire But Your Partner Isn’t
There’s a lot of retirement planning content out there. And it runs the expected gamut — transitioning from accumulation to decumulation, coordinating Social Security benefits, managing investments, making healthcare decisions, and so on. Those are important. But it almost always assumes both you and your spouse are aligned on the fundamental question: Are we ready […]