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
Adding More International Bonds
Many of our portfolios have recently added a dedicated international bond fund. It’s a natural extension of one of our core principles: diversification.
Ben Peters
Lead Advisor & CCO, Principal
Geopolitics Grabbed Headlines. Markets Had Other Plans.
Geopolitics matters, but it’s rarely the force that determines investment results.
Last quarter put that idea to the test. The relentless pace of global headlines – tariffs, conflict in the Middle East, and debates over U.S. spending – made geopolitics, and predictions about their implications, unavoidable.
Ben Peters
Lead Advisor & CCO, Principal
Webinar with Capital Group
Tariffs, Tech, and Tailwinds: A 2025 Market Midyear Check-In We were pleased to host Mila Jankova, Investment Director at Capital Group, for a wide-ranging discussion on the markets, international investing, and global innovation. Here are the key themes from our conversation: Tariffs Are Back in Focus European Business Sentiment May Be Turning International Stocks Are […]