Schwab Back in the News – A Note from BSW’s CEO

Schwab Back in the News – A Note from BSW’s CEO

Charles Schwab & Co. is, unfortunately, back in the financial news. This time for announcing layoffs and office closures. This past April, we posted thoughts on Schwab (here) following Silicon Valley Bank’s demise and increased scrutiny on regional banks....
BSW Recognized by InvestmentNews

BSW Recognized by InvestmentNews

BSW Wealth Partners takes great pride in being an independent, employee-owned investment advisory firm known for its deep experience, exceptional service, transformative relationships, and vibrant culture. We are grateful and humbled to reflect the outstanding...
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,...