Blog

BSW Wealth Partners takes great pride in being an independent, employee-owned investment advisory firm known for its deep experience, exceptional service, transformative relationships, and [...]

Remember the saying “curiosity killed the cat”? This came to mind the other day as I contemplated the importance of curiosity and its critical role as a BSW value. I must say, I firmly disagree [...]

  “You can’t really know where you are going until you know where you’ve been” Maya Angelou “The truth is that you don’t know what is going to happen tomorrow. Life is a crazy ride, and [...]

Every day is Earth Day and BSW is celebrating the successful roll out of our DocuSign technology because the benefits of saving paper and saving time are all exponential. BSW Wealth Partners [...]

    Hope to see you at the event November 4th!  Invitation details and FAQs below. FAQs  

MergeLane, founded by Elizabeth Kraus and Sue Heilbronner, is a start-up accelerator program that provides resources and investment for women entrepreneurs. Its unique structure offers one-to-one [...]

Happy Birthday to us! This month marks 27 years since the inception of this firm. Its evolution and growth has been something I could not have imagined when my first set of business cards were [...]

The BSW offices are closed Wednesday, August 14th as we are investing time engaging in a team-building event quintessential to Making Life Better from the inside out! We will resume normal office [...]

BSW Wealth Partners is honored to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. This is the sixth annual FT 300 list, produced by [...]