Jeremy Welch, CFP®

Senior Advisor, Managing Principal

jeremy_welch

“We began our relationship with Jeremy and the team at BEW over 20 years ago, and they’ve guided us through every stage of life since. Always available and consistently aligned with our best interests, their advice and stewardship have helped us maintain an active and successful financial plan that adapts as our wealth has grown. We trust them implicitly.”

-Catherine B., Board Director, Consumer and Ecommerce*

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About

As Managing Principal of BEW, I lead the firm while also serving as a client-facing advisor. My role allows me to help shape the strategic direction and culture of the company, but what I find most rewarding is seeing our team grow and the meaningful impact we collectively have on our clients.

I find wealth management fascinating because the technical solution is only part of the work. You can identify the “right” financial answer, but if it isn’t communicated clearly—or if it doesn’t inspire confident, informed action—it doesn’t matter. The challenge of blending technical expertise with thoughtful communication is what motivates me, and when that advice truly resonates, the work is deeply fulfilling.

Outside of BEW, I enjoy spending time with my family and being outdoors. I have a wonderful wife, a 13-year-old son, and a 11-year-old daughter. We love to travel and seek out new adventures together. Recently, my son has developed a passion for fishing, which has added a new layer of enjoyment to my own interest in discovering new fishing spots.

As a family, we place a high value on shared experiences and the memories that come from them. With our children growing up quickly, my wife and I are intentional about making the most of these years and creating meaningful moments together whenever we can.

Education

  • California Polytechnic State University – San Luis Obispo (Cal Poly), B.S. Business Administration, Dual Concentration in Finance and Accounting
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Awards

  • InvestmentNews’ 2026 Top Financial Professionals in the US – #14 Nationally

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