Safety and Security of Client Assets For BSW, the safety and security of client assets are of paramount importance. Consequently, the strength, stability, and financial condition of our custodians (Schwab and Fidelity) are critical. Following Silicon Valley Bank’s...
As an independent investment advisory firm, we take great pride in our deep experience, exceptional service, transformative relationships, and vibrant culture. We believe that our success is a reflection of our clients and community, and that’s why we’re...
BSW has been closely following the banking issues that started to unfold last week. While it is unnerving to see banks fail, we feel that the combination of recent swift actions by both the FDIC and Federal Reserve will stem any further contagion. What caused these...
Greetings from all of us at BSW! Through early 2023 we have enjoyed catching up with many of you during Q1 check-ins, strategy reviews and tax planning sessions. Like baseball teams regrouping for spring training, we believe this is the time of the year to take...
In the dynamic landscape of Denver and Boulder, your values are a beacon guiding your decisions, including choosing a financial advisor. At BSW Wealth Partners, we understand that being an investor extends beyond financial assets—it’s about investing your time,...
