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
One Month Post-Liberation Day
Today marks one month since President Trump’s Liberation Day tariff announcement.
The S&P 500 cratered, reversed, slumped, and rallied over 20 trading days. It felt much longer.
Ben Peters
Lead Advisor & CCO, Principal
Charts from a Dizzying Week
The week since President Trump’s April 2 tariff announcement has been a whirlwind. We wanted to share some charts that capture the market’s dramatic moves. And in case you missed it, last week we wrote about Tariffs and Diversification’s revival. Thursday April 3, the S&P 500 fell 4.9%. It fell another 6.0% on Friday April […]
Kelly Metzler
Lead Advisor, Principal
Traditional Retirement Is Outdated: Why It’s Time for Life After Work
Retirement isn’t what it used to be. Once upon a time, it was relatively straightforward and cookiecutter. You hit 65, collected a pension, and settled into a life of leisure. Today’s high-achieving professionals aren’t necessarily excited for a hard stop. They’ve spent decades solving problems, honing skills, leading teams, and cultivating networks — why should […]