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
Jeremy Welch
Senior Advisor, Managing Principal
7 Retirement Mistakes High Achievers Make After They’ve Already “Won”
By most conventional measures, you’ve already won. Your retirement accounts are well funded. Your portfolio is diversified. Perhaps you’ve even worked with a financial advisor and determined your savings have a high probability of sustaining a long, fulfilling retirement. According to the spreadsheets, you’re ready. Yet, for many near retirees, this is the stage where […]
Ben Peters
Lead Advisor & CCO, Principal
Working Longer Than You Have To: Why “One More Year” Is So Hard to Walk Away From
Many people can retire, financially. They just aren’t ready to, emotionally. The numbers say you’re done. Your retirement savings are sufficient, and your projections are solid. But the habit of work — the structure, the identity, the steady reinforcement — is hard to break. So you tell yourself you’ll forge on, just a little longer. […]
Ben Peters
Lead Advisor & CCO, Principal
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 […]