Choosing an Advisor
What you should know
Selecting the right financial advisor is a journey that’s both crucial and complex. It’s not just about who can manage your money, but about finding a partner who aligns with your unique goals and values. At BSW Wealth Partners, we understand the weight of this decision.
Here’s how to cut through the noise:
Key Questions for your Potential Advisor
What advantages does BSW’s independence offer?
BSW stands by its independence, ensuring our advice is always aligned with your best interests, free from external pressures or conflicts of interest. Our Authentically Independent™ approach means we prioritize you—always.
Read more on why BSW is Authentically Independent.
Who is BSW Wealth Partners?
We are BSW Wealth Partners, an award winning, Authentically Independent™, wealth management and investment advisory firm that helps Make Life Better. Operating as a fee-only, Registered Investment Advisor, we proudly uphold fiduciary standards. With a team of experts from diverse financial backgrounds, we’re here to provide comprehensive, conflict-free guidance tailored to you.
How does BSW Measure Performance
BSW measures its performance in two ways: foremost, on our ability to meet your specific financial needs and long-term goals; and secondly, by attempting to craft smart, resilient portfolios with a goal of producing superior risk adjusted returns. Whether working with an individual, a family, an endowment or organization, BSW custom designs its strategies to reflect each client’s individual objectives, risk tolerance, complexity and resources. Our value is not merely the absolute performance of the portfolio but, importantly, the quality of its construction and effectiveness of its management. Reflecting our diverse clientele, BSW does not have a single rate of return. We are proud of our performance – let us show you the results that are most aligned with the goals you wish to accomplish.
What are BSW’s Values?
Armed with a clear sense of purpose, BSW’s values are the container for all that we do. We are excited to share more about our values with you.
Be courageous
We stick to our principles, push our limits and are willing to go outside our comfort zone to explore new possibilities. In doing so, we encourage our clients to do the same.
Be creative & curious
We embrace change and are not afraid to evolve. We strive to be creative pioneers who are willing to take risks and never stop innovating.
Be a force for good
We help our clients find smart, inspiring ways to create change, build legacies and make a difference in the ways that matter to them most.
Empower others
We trust each other. We have confidence that we hire the best people, and so we empower each individual and each team to make important decisions.
Find balance
We know that balancing our demanding careers with ways to nurture, grow and refresh our mind, body and spirit enriches our thinking and our energy.
Be humble
While we have decades of acquired wisdom, we are always open to learning more. We believe that all parties have valuable insights and our collective thinking is what makes us successful.
What Credentials and Background does your team have?
An advisor’s professional designations and experience can tell you a great deal about her/his education and area of specialization. Our collective expertise ensures we offer the highest standard of advice. BSW’s experienced team includes attorneys, accountants, MBA’s and a range of advanced financial specialties such as CFA®, CFP®, CAIA®, CDFA, RICP®, CSRIC™.
What makes your client experience unique?
BSW Wealth Partners begins by deeply understanding what wealth represents to you. Perhaps, wealth represents freedom and peace of mind. For some it is health, family or friends. Wealth includes experiences that bring you illumination, fulfillment, enjoyment. Wealth is being rich in doing what you love and loving what you do. What would you do if money were no object? We engage in meaningful conversations to understand and reflect your definition of wealth in our partnership.
What services do I need?
You may be coming to us because you’ve outgrown your current advisor or are seeking a new partner to help guide you. Or maybe you’re at a time of transition in your life, possibly preparing for retirement, amid a divorce, anticipating an inheritance, awaiting an IPO.
BSW has services and specialties dedicated to each of these situations.
Family Office
Family office clients tap into the best of BSW and go far beyond investment and advisory services. All of our capabilities and resources are deployed on your behalf. We serve as your advocate, confidante, sounding board, mediator, and steady counsel.
Private Client
Successful individuals and families who are ready to delegate away complexities and drudgeries of managing their financial lives. BSW’s white glove approach is unlike any other investment firm you’ve experienced and includes specialized expertise and curated professional support.
Do you receive compensation or commissions for selling investments?
Absolutely not. BSW does not sell investment products of any kind. NO Commission, NO kick backs, NO referral fees, NO hidden costs. Our fee-only structure aligns our success with yours, ensuring our advice remains unbiased and focused solely on your best interests.
How will we work together?
Your dedicated BSW team works tirelessly for you, offering personalized advice and support. Beyond this, you have the entire firm’s resources at your disposal, fostering a truly collaborative relationship.
How do you respond to market risk?
We believe in smart, disciplined investment plans that reflect your life’s goals. Our all-weather approach aims to provide peace of mind through market fluctuations, nurturing your investments for long-term success.
Why should I choose your firm?
We have only so much energy, bandwidth and time. There are things you want to accomplish for yourself and your family and BSW is a means to those ends. BSW is more than a wealth management firm; we’re a partner in realizing your life’s potential. Our authentically independent stance and dedication to your success set us apart in a crowded field.
What are your fees?
Our fees are transparent, based on a percentage of assets under management, ensuring our goals align with yours. We believe in clear communication and demonstrating the value we provide.
Embark on a journey of transformation, designed to help you achieve your most valued life goals.
Embrace the assurance that comes from partnering with the right team dedicated to turning your aspirations into reality.
Let our team empower you to unlock the full potential of what your life can be.
Life sounds better already, doesn’t it?
“Fair and Balanced” Disclosure
BSW’s Make Life Better or Authentically Independent™ taglines, and its status as a Certified B Corporation®, are not guarantees of client satisfaction or any particular investment or financial outcome.
Client backgrounds and experiences can and will vary. Common client traits should not be used as the sole basis for evaluating whether to hire or retain an investment adviser.
Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon the client’s individual investment, financial, and tax circumstances. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.
