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
Alex Soderberg
Advisor
Roth Conversions: When and Why It Might Make Sense Before You Retire
Roth conversions can be a powerful tool for high earners approaching retirement — helping you trade today’s tax bill for tomorrow’s tax-free income. Learn how and when to use this strategy to minimize taxes, optimize withdrawals, and create lasting flexibility for your financial future.
Sydney Kovacs
Advisor
How to Retire Early Without Regretting It Later
Retiring early sounds like a dream, but it requires careful planning to avoid regret. This article explores the tough questions you must answer about your finances, healthcare coverage, and lifestyle to ensure a smooth, sustainable, and purposeful transition.