Below is a message we emailed to clients today…

I am reaching out today to share the exciting news that Ben Peters is joining Peter Burton, Bob Enright, and me as a co-owner of Burton Enright Welch.

Since joining us seven years ago, Ben has established himself as an integral member of our advisory team, earning the trust and respect of BEW’s leaders as well as his peers and clients. As an attorney, Ben possesses a unique background and skillset. He blends an analytical, rigorous approach with highly personalized client service. At BEW, we pride ourselves on attracting talented advisors – people who enable us to deliver an exceptional client experience. Ben embodies our commitment to elevating the work we do for our clients.

On a personal note, I greatly enjoy collaborating with Ben and value his perspective and intellectual curiosity. I like to say, Ben has always thought like an owner. Now, we are building upon that mindset by formalizing his expanded role. Beyond increasing his role on our strategic decision-making team, his day-to-day responsibilities will not change. He will continue to work closely with our clients, craft communications, and guide our investment management and financial planning strategies.

Today’s announcement is both a recognition of Ben’s many contributions to BEW and a demonstration of our intent to progress and evolve the firm to best serve clients far into the future. We remain focused on providing the high-quality advice, ideas, and service you have come to expect.

I look forward to speaking with you – and hopefully seeing you in person! – soon. In the meantime, please reach out if you have any questions about today’s announcement.

Sincerely,

Jeremy Welch, CFP®

Managing Principal

Burton Enright Welch is an independent, fee-only financial planning and investment management firm based out of Walnut Creek, California