“How do I know if my wealth manager is genuinely looking out for me?”
“Can a financial firm really be profitable AND socially responsible?”
“What’s all this B Corp stuff about, and does it actually matter?”
Let’s talk about what’s really going on at BSW Wealth Partners.
First things first: We’re a Boulder financial planner and wealth manager. But we’re also a B Corp. What does that mean? We’re committed to using our business to do good – for our clients, our community, and the planet.
BSW Wealth Partners: Redefining Wealth Management in Boulder and Denver
This year, we went through an intense recertification process as a B Corp, an audit of all of our business practices.
The result?
We scored 156.6 our of 200. Is that good? Yes, it’s actually the highest reported score for all participating wealth management firms in the nation.
What does our B Corp score mean for you?
- We are required to put your interests first. That’s what being a fiduciary is all about.
- We care about our employees. Happy advisors = better service for you.
- We’re environmentally conscious. Because your financial future depends on a healthy planet too.
- We invest in our community. A thriving Boulder benefits all of us.
Authenticity and Transparency: Navigating the Shades of Green
Now, I know what you might be thinking. “Sounds great, but is this just clever marketing?” Fair question. In a world where “greenwashing” is a thing, skepticism is healthy. While achieving the highest B Corp wealth manager score in the nation is an honor, it also challenges us to demonstrate our impact is as real and tangible as our number suggests. We know the importance of addressing these questions head on. Dig into what our B Corp status really means. We believe in open and honest communication, and we’re not afraid of hard conversations. Learn more about B Corp here.
Wealth Management with a Conscience
At the end of the day, being a B Corp isn’t about patting ourselves on the back. For us, it’s about holding ourselves to a higher standard. It’s about making sure that when we manage your wealth, we’re not just attempting to grow your portfolio – we’re trying to contribute to a better world. Are we perfect? Nope. Are we committed to constantly improving how we show up every day and serve our clients and community? You bet!
So, whether you’re looking for a Boulder financial planner, a socially responsible wealth manager, or just someone who’ll give it to you straight, let’s talk. No jargon, no BS. Just real conversations about your money and what matters to you.
After all, isn’t that what you really want from your financial advisor?
This blog is created and authored by BSW Wealth Partners, Inc., a Public Benefit Corporation (“BSW”) and is published and provided for informational purposes only. The opinions expressed in the blog are our opinions and should not be regarded as a description of services provided by BSW or considered investment, legal or accounting advice. Certain information sited is from third-party sources and while we believe the information to be accurate and true to the best of our knowledge, we cannot guarantee its accuracy as there may be certain unknown omissions, errors or mistakes. Use of third-party information, including links, is in no way an endorsement by BSW. The views reflected in the blog are subject to change at any time without notice. Nothing on this blog constitutes investment advice, performance data or any recommendation that any security, portfolio of securities, investment product or investment strategy is suitable for any specific person. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by BSW), or any non-investment related content, made reference to directly or indirectly in this blog post will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Not all BSW clients will have the same experience within their portfolio(s) and certain topics discussed in this blog may not apply to all clients or investors. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from BSW. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. BSW is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of BSW’s current written disclosure statement discussing our advisory services and fees is available upon request.
