BSW Wealth Partners, Inc., a Public Benefit Corporation was named to the 2020 elite list of wealth managers based on some of the most desirable traits in an investment advisor. Amid C-19, the Financial Times Top 300 RIAs (FT 300) underscores the importance of finding an investment advisor committed to aligned interests, disciplined investing, and an unwavering dedication to you and your family’s wellbeing.
FT’s quest to seek out the best of the best includes due diligence around industry certifications—meaningful indicators of the rigorous standards a firm’s employees meet and exceed in education and experience—BSW’s collective 23-and-counting industry designations include:
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Chartered Financial Analyst (CFA®)
Chartered SRI Counselor™ (CSRIC™)
Certified Divorce Financial Analyst® (CDFA®)
Chartered Alternative Investing Analyst (CAIA®)
Retirement Income Certified Professional® (RICP®)
Behavioral Financial Advisor (BFA™)
Here at BSW, we continue to significantly invest in our team’s advancement. Our commitment to working effectively and intelligently ensures your BSW engagement is a source of steadiness and strength. One might think these awards (2019, 2017, 2016, 2014) get old, but to BSW it’s recognition for the special work we do on behalf of those who live richly, impact deeply and experience more. Profound gratitude and many thanks to our clients and professional colleagues for helping us achieve this success!