make life better
make life better
BSW Wealth Partners is an independent wealth management firm that helps Make Life Better, uses Business as a Force for Good, and is Built To Last.
◉ 100% Employee-Owned
◉ Woman-founded
◉ +$1 Billion AUM
Authentically Independent™
We believe . . .
Ethos
Make Life Better is our North Star, it guides all that we do. What is YOUR best life? We help you articulate your vision, meticulously plan for it, and zealously execute.
We listen. We care. We Make Life Better.
Who is BSW
BSW is in a category of one. We actually deliver what most firms emptily promise. We bring our clients much more than our credentials (CFA®, CFP®, JD, MBA, CAIA®, CDFA®, RICP®, CSRIC™). We are Confidants, Connectors, and Innovators. We are fiercely loyal to our clients and always act in their best interests.
Who are BSW Clients
Our clients are Entrepreneurs. Authors. Surgeons. Attorneys. Architects. Foundations. Teachers. They are also Daughters. Sons. Parents. Philanthropists. Athletes. Activists. They are Dreamers. They are Doers. Their success fuels them, but does not define them.
From the BSW Blog
Market Update: Observations + Ruminations
Where did April go? I am starting to realize that there is regular time and...
BSW Recognized by InvestmentNews
BSW Wealth Partners takes great pride in being an independent, employee-owned...
Stream the Streams, Oceans, Deserts, and Forests
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