As an Advisor, Sam’s specialty is helping clients confidently make smart, informed decisions. Sam is an expert at deconstructing difficult decisions into their components, using his exceptional planning and technical skills to evaluate options, and then collaborating...
As Client Service Manager for BSW Wealth Partners, my primary role is to facilitate a smooth, efficient, and pleasant client experience. This includes managing workflows for new accounts, executing cashiering requests, and being the primary conduit by which clients...
As a Lead Advisor at BSW Wealth Partners, I work primarily with local business owners, entrepreneurs and their families. Being a business owner myself, I am drawn to the unique complexities and planning required to successfully craft financial plans for my clients. ...
Raliegh is a managing principal of BSW Wealth Partners and a Senior Advisor. In his Advisory role, Raliegh supports clients in finding appropriate solutions for many of the financial situations they encounter, while striking the right balance between their quality of...
Molly is a jill of all trades on the BSW team. In her role as a Portfolio Manager, she focuses on proactively maintaining and building client portfolios while creating operational enhancements within the BSW Investment Group. Molly is a graduate of the University of...
