BSW + Sequoia: One Firm. Stronger Together.

BSW + Sequoia: One Firm. Stronger Together.

https://bsw.com/wp-content/uploads/2026/07/BSW-Sequoia-Announcement.mp4   Trusted Colleagues & Professional Partners: BSW is thrilled to announce that we are joining Sequoia Financial Group effective August 31, 2026!  BSW clients were privately informed in...
ESG Updates . . .

ESG Updates . . .

BSW Wealth Partners is always looking for ways to raise the bar in ESG Investing. Today we are excited to announce another step of advancements for the ESG, SRI, and Impact Investing space.   BSW partners with what we believe are best-in-class managers,...
Choosing an Advisor: What You Should Know

Choosing an Advisor: What You Should Know

*Updated 11/17/2021 Let’s be honest: Hiring an advisor can be daunting – it’s technical, time consuming and the stakes are high. You want to get it right, but how do you know? As you begin speaking with advisors, it would be helpful if you could evaluate them...
BSW Wealth Partners named to 2020 Financial Times 300 Top RIAs

BSW Wealth Partners named to 2020 Financial Times 300 Top RIAs

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...