BEW Named One of Bay Area's Largest Wealth Management Firms

We're proud to announce that the San Francisco Business Times named Burton Enright Welch one of the Bay Area's top 50 largest wealth management firms. The list ranks local firms by assets under management for individual clients in local offices. 

The article linked above quotes BEW Partner Jeremy Welch on the industry's biggest story and his top advice for high-net-worth clients.

Below is the excerpted list from the SF Business Times' story. 

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BEW Honored by the Financial Times for Second Year in a Row

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Dealing with the Taxation of Capital Gain Distributions