About us | OUR process

No Two Conversations Are the Same

Our disciplined process aims to understand your needs, design an

adaptable strategy, and guide you with proactive, hands-on support.

From planning to execution, we’re here to help you succeed.

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Listen
Open dialogue is the foundation of a strong partnership. We listen to your story — background, wants, needs, and concerns — and get to know you personally.
Analyze
With a clear understanding, we conduct a thorough analysis of your financial circumstances and map out a framework for achieving specific goals and tackling any challenges ahead.
Design
Our team designs strategies around your life and goals, with flexibility to adapt to changing markets and circumstances.
Implement
Together, we review the strategy, address any questions, and outline the next steps. Once you’re confident, we begin executing.
Adapt
As life changes, so should your financial plan. We meet with you to ensure your plan remains responsive to your needs, reassessing and adjusting as necessary.
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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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Let’s Connect

Our planning process is the foundation of your future, but it isn’t the end game. We’re committed to helping you navigate the complexities of life indefinitely. Together, we will plan for and work through the inevitable challenges and changes that markets, laws, and life bring.

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