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...
I am a managing principal of BSW Wealth Partners and Strategic Advisor for the firm’s clients. In these roles, my priorities are simple: The long-term success of BSW clients. The long-term success of BSW Wealth Partners. On the former, I’ve been told that my ability...
In 2022, Drew retired after 30-plus years caring for the financial well-being of BSW’s clients and their families while also helping to manage and grow BSW. Drew remains actively engaged with BSW as a principal, mentor and occasional provocateur. With over 40 years of...
Julie is a managing principal of BSW Wealth Partners and Strategic Advisor for the firm’s clients. As an Advisor, Julie is an innovator in removing the obstacles people face when planning for the future. For over 20 years, she has assisted clients with transitions...
