In BSW News

BSW Wealth Partners is pleased to announce it has been named to the 2017 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.  The final FT 300 represents an impressive cohort of elite RIA firms, as the “average” practice in this year’s list has been in existence for 24 years and manages $2.7 billion in assets. The FT 300 Top RIAs hail from 37 states and Washington, D.C.

BSW Wealth Partners is proud to be Colorado’s leading multi-family office and wealth advisory firm that strives to Make Life Better for successful individuals and families. BSW works with all kinds of families, with specialty practice areas in Divorcees, Entrepreneurs, Impact Investors, and Medical Professionals. With offices in Boulder and Denver, BSW manages more than $850 million on behalf of over 200 families throughout Colorado, the United States, and abroad. BSW’s staff of 21 includes professionals with the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Analysts® (CFA®), Certified Public Accountant (CPA), Certified Divorce Financial Analyst® (CDFA®), Juris Doctor (JD), and Masters of Business Administration (MBA).

“Once again, we are thrilled to be named to the FT300,” said David Wolf, BSW Managing Principal, “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!”

The formulae the FT uses to grade advisors is based on six broad factors and calculates a numeric score for each advisor. Areas of consideration include AUM, asset growth, firm’s years in existence, industry certifications of key personnel, SEC compliance record, and online accessibility. To be considered for inclusion, BSW Wealth Partners submitted a survey, which was supplied and reviewed by The Financial Times.

The Financial Times does not disclose how many firms were considered or applied for inclusion on the list.

BSW Wealth Partners does not pay a fee to be considered for or included in The FT300 ranking. BSW Wealth Partners is not required to be a member of or subscriber to The Financial Times or any other group to be considered for or included in the rankings.

BSW Wealth Partners is not affiliated with The Financial Times.

 

 


Nicole Zelyez – Client Outreach and Engagement

 

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