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
Ben Peters
Lead Advisor & CCO, Principal
Should You Downsize in Retirement? Exploring the Financial and Emotional Considerations
You can make a pretty straightforward financial case for downsizing in retirement. Sell a home that’s appreciated significantly, move somewhere smaller and less expensive, unlock equity, reduce costs, and simplify your lifestyle. If you’re a Bay Area homeowner, you’ve likely watched your property value climb for decades, which makes the prospect of selling even more […]
David Espineira
Director of Retirement Plans
What Happens to Your 401(k) Plan When You Sell Your Business?
Selling your business produces quite the task list. Retaining legal counsel, signing NDAs, preparing financial statements, commissioning a valuation, structuring the deal’s taxes, negotiating the purchase agreement, managing employee communications — just to name a few. Chances are your company’s retirement plan isn’t high on the list. At least, not until someone asks about it […]
Chris Hughes
Lead Advisor, Principal
How to Talk to Your Family About Your Estate and Inheritance
At some point, you may ask yourself: how much do I tell my family about what I’m planning to leave them? It’s a difficult question. Share too little and your heirs may feel blindsided — by amounts they didn’t expect, by decisions they don’t understand, and by a process they don’t know how to navigate […]