Driven by Purpose. Powered by Expertise. That’s BEW.
“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 managing 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
Markets Rarely Tell One Clean Story
The past always looks simpler in hindsight. Time smooths out complexity until a few themes summarize entire decades. The 1980s become the taming of inflation, deregulation, and the rise of Wall Street. The 1990s become the dot-com boom, the end of the Cold War, and globalization. The 2000s become 9/11, the housing bubble, and the […]
Jeremy Welch
Senior Advisor, Managing Principal
Trading Your Company Stock After the IPO: Rule 144, Blackout Windows, and How to Execute Legally
Your lockup is on the verge of ending. You’ve been watching the date on your calendar for six months — longer, really, if you count the years leading up to the initial public offering (IPO). The market opens, you log into your brokerage account, locate the shares, and attempt to sell. The trade doesn’t go […]
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 […]