Driven by Purpose. Powered by Expertise. That’s BEW.
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.
“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 managing 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
Kelly Metzler
Lead Advisor, Principal, Director of Financial Planning
The Sandwich Generation in Retirement: Supporting Adult Children and Aging Parents at the Same Time
Retirement plans are built around assumptions you can model: spending, withdrawals, investment returns, inflation, Social Security, and longevity. Do you know what variable models struggle to account for? Family. Specifically, unplanned obligations. An adult child who needs a financial bridge after a divorce. A parent whose Social Security no longer covers assisted living. A care […]
Ben Peters
Lead Advisor & CCO, Principal
Markets Rarely Tell One Clean Story
The past always looks simpler in hindsight. Time smooths out complexity until a few themes summarize entire decades. The 1980s become the taming of inflation, deregulation, and the rise of Wall Street. The 1990s become the dot-com boom, the end of the Cold War, and globalization. The 2000s become 9/11, the housing bubble, and the […]
Jeremy Welch
Senior Advisor, Managing Principal
Trading Your Company Stock After the IPO: Rule 144, Blackout Windows, and How to Execute Legally
Your lockup is on the verge of ending. You’ve been watching the date on your calendar for six months — longer, really, if you count the years leading up to the initial public offering (IPO). The market opens, you log into your brokerage account, locate the shares, and attempt to sell. The trade doesn’t go […]