Estate & Legacy Income & Retirement Risk Investments Taxes
Anna
James
William
Our process

We discover what matters most to you. Together.

No two conversations are the same. Some clients are ready to sign on after a single call. Others want time to meet a few times to help us understand their goals. Either way, we follow your lead.

Start the Conversation

A clear process. Built to flex.

Every step is designed to deepen our understanding of your goals, so the plan we build is genuinely yours.

Introduction

A no-pressure conversation to explore fit. No paperwork required.

Discovery

We dig into your goals, priorities, and finances. Sign your agreement whenever you’re ready.

Review

Your advisor and our planning team analyze your situation and build our recommendations.

Strategy

We walk through your personalized investment approach and align on a path forward together.

Implementation

Your portfolio is funded, you're onboarded to your client portal, and we set your ongoing meeting cadence.

When to Reach Out

Big life moments are a great time to start the conversation.

Financial planning is most effective when it’s in sync with your life. We encourage you to reach out whenever something meaningful is happening — or even when you just want a sounding board.

Common reasons clients contact us:

Inheritance or liquidity events → Concerns about markets or investments → Buying or selling a home → Changing jobs or relocating → Approaching retirement → Marriage, divorce, or family changes → Starting or selling a business → Equity compensation events → Tax planning strategies →
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Where We Support You

At every station of life

  • Income & Retirement Planning

    We help you navigate between two competing concerns:

    1. The fear of running out of money
    2. Maximizing lifestyle and goal fulfillment

  • Risk Management

    We help minimize or protect against the expected and unexpected.

  • Investment Management

    Control what we can control: low fees, diversification, tax-efficiency, and a long-term perspective. What is the right level of risk to meet life’s goals?

  • Tax Planning

    Near-term: Should we defer or accelerate income in today’s tax brackets? Long-term: How can we restructure the portfolio to reduce expected lifetime taxes?

  • Estate & Legacy Planning

    We facilitate discussions to ensure your wealth and estate transition effectively and efficiently.
Individuals & Families

Financial Planning

We provide a structured roadmap that turns financial complexity into clear, actionable decisions to maximize your long-term wealth.
Individuals & Families

Investment Management

Our evidence-based investment strategies focus on disciplined, tax-efficient growth to protect and maximize your wealth across all market cycles.
Businesses

Retirement Plan Services

We design and manage tax-efficient retirement plans that maximize savings for business owners while securing their employees' financial futures.
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Frequently Asked Questions

What makes your process different from other financial advisors?

Many advisors focus on reacting to client needs — we play offense, too. Take tax planning as an example. During market dips, we proactively tax-loss harvest to offset future gains or adjust your portfolio to reduce tax drag. Likewise, if your income or tax thresholds shift, we’ll explore Roth conversions to help maximize your long-term tax efficiency.

Will I work with a dedicated advisor throughout the process?

Yes, you’ll work closely with a dedicated advisor. BEW takes a team-wide approach to client service, so you have access to specialists, support staff, and a team of advisors with over 100 years of collective experience.

What do I receive with a financial plan?

A framework for decision-making. The process is collaborative, and the result is actionable. We’ll help organize your finances, identify goals, spotlight issues, and unlock the ability to make confident decisions. Then, we’ll walk you through the options, the recommendation, the why, and how we plan to execute.

How are you compensated?

We are fee-only advisors, which means we do not earn commissions or any other form of third-party compensation. Instead, we charge clients a fee based on a percentage of assets under management.

Do you have a minimum assets under management for new clients?

We don’t set a minimum investment threshold for new clients, as we believe in building lasting relationships. Our approach is best suited for those with complex financial situations, such as business owners, executives with advanced compensation plans, multi-generational families, and individuals with diverse assets.
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