Working Together
At Brown Edwards Wealth Strategies, we build strong relationships with our clients to better understand their values and dreams for the future. Then we design holistic, evidence-based plans that put our clients on the right path to achieve their goals.
Our Clients Are at the Center of Everything We Do
Brown Edwards Wealth Strategies is part of an alliance of independent advisors, researchers and national thought leaders. BEWS is devoted to helping people just like you achieve their most important goals. Our organization was created with the idea of putting client’s interests first.
How We Serve Our Clients
True Wealth Management
Individuals and families connect their financial lives with their values and goals through tailored wealth solutions, investments and comprehensive financial planning.
Retirement Plans
401(k) plan sponsors benefit from investment management by a 3(38) fiduciary that’s committed to transparency, responsible investment options and participant education.
Institutional Services
Community foundations, continuing care facilities, private schools, cultural institutions and other nonprofits advance their mission and goals with prudent investment management and financial guidance.
Our Comprehensive Services
Desired Lifestyle
Wealth Transfer Intentions
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From the Blog
Using QCDs to Unlock the New Senior Tax Deduction
The deduction, available for tax years 2025-2028, offers up to $12,000 if married filing jointly and $6,000 for all other filers. Unfortunately, the deduction has a low phaseout range of $150,000-$250,000 if married filing jointly and $75,000-$175,000 for all others. For many seniors with required minimum distributions (RMDs), pensions, Social Security benefits, and investment income, falling into the phaseout
Monthly Investment Commentary: December 2025
Markets fared better than sentiment suggested this year, and 2026 could be even noisier. Yet strong earnings, tax benefits for consumers, and AI-related productivity gains could help position the economy for continued resilience. As we enter the last month of the year, it is natural to reflect on 2025 and consider the trends that could shape 2026. This year has
What AI Spending Could Mean for Investors
In today’s video, Focus Partners’ Kevin Grogan discusses the massive build-out in artificial intelligence infrastructure and why it poses both an opportunity and a risk for investors. Over the next five years, McKinsey estimates that cumulative artificial intelligence (AI) investment will reach a staggering $5.2 trillion. There’s no doubt that that is a massive number, and it begs the question: