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.
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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. 

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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.

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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. 

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Our Insights

2025 Rewards Patience, Discipline, and Diversification

2025 gave investors plenty to celebrate. It rewarded patience, discipline, and diversification. Markets delivered strong returns across an array of asset classes, many of which had spent years out of favor.   Several themes defined the strong year. International markets emerged from the shadows. Artificial intelligence (A.I.) dominated headlines. Tariffs provided a productive, short-lived disruption. And bonds quietly rebuilt confidence.  International Stocks: 2025 Standout  While Artificial Intelligence and tariffs captured more of the conversation, let’s lead off with our biggest story […]

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What to Do After Retirement: Finding Purpose in Life After Work

What to Do After Retirement: Finding Purpose in Life After Work The first weeks or months of retirement can feel like standing at the top of a mountain you’ve spent decades climbing — only to wonder, “Now what?” The view is vast, the air is quiet, and for the first time in years, no one’s […]

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Planning for 2026 Retirement Contributions

As we look ahead to 2026, we want to share an update on retirement contribution limits and an important rule change taking effect next year. The 2022 SECURE 2.0 Act’s new Roth catch-up requirement for high earners will go into effect. Plan sponsors were granted additional time to implement the change. 401(k) and 403(b) Contribution […]

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