In BSW Blog, BSW News, Make Life Better

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BSW Wealth Partners is pleased to announce that it has been recognized by the Financial Times as one of the top 300 Independent Registered Investment Advisors of 2016.  More than 1,500 elite RIA firms were invited to apply for consideration.  This is the second time BSW has been recognized by the Financial Times 300.  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.

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 Denver, BSW manages more than $800 million on behalf of 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!”

 

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