Who:

We Make Life Better for people just like you: successful individuals and families who want to focus on their passions and delegate the business of their life to us.

BSW Team Culture

BSW is: Independent, Employee-owned, Woman-founded, and Built To Last.

BSW Wealth Partners is a multi-family office and wealth advisory firm serving a national and international clientele from offices in Boulder and Denver. Named by the Financial Times as one of nation’s top 300 advisory firms, we provide best-in-class advisory and investment services with white-glove client care.

Our commitment to Make Life Better is evident in our own philanthropic efforts. With deep roots in Colorado, BSW gives back to our community both as a firm and as individuals. We support local non-profit organizations and provide paid time off for volunteer work.

Our Team

Arrow
Arrow
Slider

History

Since our founding in 1992, BSW has evolved and grown in many capacities. On the cusp of our silver anniversary, we have diligently charted a course for BSW’s next 25 years. Our goal is to be an exceptional and enduring firm.  To us, an exceptional firm provides best-in-class advice, outstanding investment outcomes, personalized and personable service, and the myriad intangibles that enhance your quality of life and peace of mind.  Likewise, an enduring firm is one that is built-to-last, independent, unbiased and capable of serving your family for generations.

Evolution of the Firm

evolution-of-the-firm

BSW Wealth Partners and its employees support the following organizations through board membership and regular volunteer activities:

Professional Partners

Excellence means more than simply being the best at what you do. Greatness requires like-minded partners and teammates. We demand the best from our partners and have an extensive network of vetted professionals across multiple disciplines. Please inquire about the requirements for joining our professional network.

Are you an attorney, banker, or CPA?