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.
Meet With Us

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.

Meet our team

What We Do

Investment Management

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

LEARN MORE

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.

LEARN MORE

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. 

LEARN MORE

Our Insights

CONTACT US!

Let’s Connect

    Vector (1)
    Skip to content