“The only things certain in life are death and taxes” – but that doesn’t mean taxes have to be painful! Whether you’re a seasoned tax filer or tackling your returns for the first time, this guide will help you navigate tax season 2025 with...
Hello BSW Readers, I’m Katherine St. Onge, and I’ve recently joined BSW as Director of Investments. In my role, I provide leadership to the Investment Group and oversee BSW’s investment offering. As we start 2025, I wanted to share our team’s insights on...
BSW Wealth Partners continues our journey to Make Life Better for our clients, staff, and community with renewed recognition from Real Leaders. We’re honored to be named not only among the Top Impact Companies of 2025 but also as a finalist in the “Most...
At BSW, we strive for transparency and clarity in the investment solutions we provide for our clients. As such, we want to inform you of a recent decision we made to transition from using the term Values-Aligned Investing to Sustainable Investing. This shift in...
Our annual family BBQ which took place at the end of August is more than just a chance to enjoy delicious food and the company of BSW colleagues and their families. It has become a tradition and celebration of our community and a reminder of the values we stand for....
