BSW was recently honored by the Financial Times as one of America’s Top 300 Financial Advisers in their inaugural ranking of Registered Investment Advisors (RIAs). The Financial Times, an international daily newspaper focused on business and economic news, compiled its elite FT300 list after reviewing more than 2,000 RIA firms with $300 million or more in assets under management. The FT300’s evaluation criteria included assets under management, certifications and credentials of staff, SEC compliance records, firm longevity, and online accessibility. An exclusively merit-based selection process, the Financial Times derives no compensation from any of the firms selected for the FT300. You can access the full FT300 report at FT.com.
BSW Wealth Partners is proud to be an independent and fee-only multi-family office and wealth advisory firm that strives to Make Life Better for successful individuals and families. With offices in Boulder and (coming soon!) Denver, BSW manages more than $800 million on behalf of 200 families throughout Colorado, the United States, and abroad. BSW’s staff of 16 includes professionals with the designations of Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), Certified Divorce Financial Advisor (CDFA), Juris Doctor (JD), and Masters of Business Administration (MBA).
“We are thrilled to be named to the FT300,” said David Wolf, BSW Managing Principal & Chief Investment Officer. “It is incredibly gratifying to be acknowledged for building a great and enduring firm, and this recognition further bolsters our resolve to continually improve our practice to Make Life Better for clients, our staff, and the community. Deep gratitude and many thanks to our clients and professional colleagues for helping us achieve this success!”