BSW Wealth Partners Named a “Most Transparent” Finalist in Real Leaders 2025 Top Impact Companies

January 8, 2025

BSW Wealth Partners continues our journey to Make Life Better for our clients, staff, and community with renewed recognition from Real Leaders. We’re honored to be named not only among the Top Impact Companies of 2025 but also as a finalist in the “Most Transparent” category, acknowledging our commitment to accountability through our high B Impact Assessment score.

Raising the Bar for Impact

This year’s Real Leaders recognition holds special significance for us, with stricter standards and over 300 applicants from 15+ countries competing for spots. Companies were evaluated on six pillars of I.M.P.A.C.T.: Intention, Model, People, Accountability, Collaboration, and Transformation.

What Makes BSW a Leader in Transparency?

Transparency at BSW runs deeper than just policies and paperwork. It’s a consistent theme in our conversations with clients, a core consideration in our team’s decision-making process, and a fundamental approach to building relationships.  As a Public Benefit Corporation, we’re legally committed to considering stakeholder interests alongside financial returns. We strive to be unique in our approach, we’re real people who believe in doing business differently.

  • Our B Corp certification, with a score of 156.6 (significantly above the 80-point certification threshold), demonstrates our dedication to rigorous social and environmental standards. For context, the median score for businesses who complete the assessment is 50.9, with 80 points needed to achieve certification.
  • Gender Equity Now certification validates our commitment to workplace equity and inclusion.

The Power of Purpose-Driven Business

The financial industry often feels like a black box, we’re attempting to show there is a better way. Being recognized among the Most Transparent finalists affirms our belief that doing well and doing good aren’t mutually exclusive. We’re proud to stand alongside other impact leaders who are demonstrating how business can be a force for positive change. As financial advisors, we’re not just managing investments – our goal is to build sustainable futures for Colorado families and businesses.

Thank YOU for being part of our journey as we continue to redefine what success looks like in wealth management. Together, we’re attempting to build a more sustainable and equitable future for all stakeholders.

Whether you’re seeking clarity in your financial planning or looking for an investment partner who shares your values, we’re here to show you what transparent wealth management could look like.

Let’s start a conversation today.

 


Neither BSW’s Make Life Better tagline nor its rankings as a Real Leader is a guarantee of client satisfaction or any particular investment or financial outcome. Experience, expertise, and personalized services should not be construed as a guarantee of a particular outcome. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.
Statements regarding the clients served by the firm are not indicative of any client experience or level of satisfaction in working with BSW.
Neither professional designations, credentials, nor the experience or expertise of a particular adviser should be construed as a guarantee of a particular outcome. Please see our Disclosures page for further information regarding the professional designations and credentials discussed.
Third party rankings and recognition should not be construed as a guarantee of a particular outcome nor form the sole basis for the selection of an adviser.  Unless otherwise specifically indicated, BSW did not pay a fee for inclusion in the award/ranking.