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
Chris Hughes
Lead Advisor, Principal
Should You Diversify Immediately After a Liquidity Event?
Diversification is one of the most commonly accepted principles in investing. So when a liquidity event finally arrives — an IPO, a business sale, or another significant windfall — the instinct is practically tattooed into your consciousness: sell, diversify, reduce risk. It’s a prudent mindset. You’ve spent years (sometimes decades) with a disproportionate amount of […]
Kelly Metzler
Lead Advisor, Principal
You’re Approaching Liquidity — But Is Your Life Ready Yet?
It’s almost paradoxical. Liquidity events don’t happen overnight. Going public, being acquired, transitioning your business to the next generation — all are laborious, time-intensive processes. Yet, these financial inflection points have a way of sneaking up on people. Not only financially but also psychologically. For starters, it changes expectations; yours and everyone else’s. It upends […]
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 […]