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
How to Transition From Founder to Your Second Career
How to Transition From Founder to Your Second Career Many founders describe the months after an exit as a strange limbo. The long days and constant decisions vanish overnight, replaced by a lot of time to think. The newfound freedom that once felt so far away can feel almost foreign. Without a business to build […]
Jeremy Welch
Senior Advisor, Managing Principal
How to Turn Equity Compensation Into Retirement Income
Equity compensation is a complex, volatile, and highly taxed form of wealth. Learn how to navigate tax rules, manage concentrated risk , and strategically diversify your stock options, RSUs, and ESPPs to create a reliable stream of retirement income.
Jeremy Welch
Senior Advisor, Managing Principal
Bay Area Tax Planning Strategies for High Earners Approaching Retirement
High earners in the Bay Area face unique tax challenges when planning for retirement. Learn strategies to reduce taxes, optimize income, and protect your wealth — from Roth conversions to charitable giving — so your money works as hard in retirement as you did.