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BSW Wealth Partners custodies many of its liquid assets with trusted (Charles Schwab & Fidelity) third-parties.  You are now leaving BSW’s site.

Compliance Speak: You are now leaving the BSW Wealth Partner’s website and entering a third-party website over which we have no control. BSW is not responsible for the content of third-party sites, nor does BSW guarantee or endorse the information, recommendations, products or services offered on third-party sites. The information available through this link should not be considered either a recommendation or a solicitation of any offer to purchase or sell any security.

Also, please be aware that third-party sites may have different privacy and security policies than BSW. We encourage you to review the privacy and security policies of any third-party website before you provide personal or confidential information.

If you have any questions or concerns, please contact your BSW advisor.

The BSW Vault

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You are now leaving the BSW Wealth Partners, Inc., a Public Benefit Corporation (“BSW”) website and will be entering the BSW Client Portal. By selecting the “Continue” button, you elect to participate in the password-protected access portion of BSW’s Client Portal. Your participation will allow you to review certain investment-related information published by BSW and unaffiliated third parties. This password-protected access is made available to clients of BSW free of charge. Please understand that the password-protected section is a secure web site intended only to allow client access to information relative to his/her/its specific account. This authorization shall continue until canceled in writing.

BSW offers links to other third-party websites that may be of interest to our website visitors. When you click on these links you will leave the BSW website and will be redirected to another site.

No representations or warranties are made as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this website or otherwise incorporated into this website. All such information is provided solely for convenience, educational, and informational purposes only.

Also, please be aware that the security and privacy policies on these sites may be different than BWS’s policies, so please read third party privacy and security policies closely. When you use a third-party site, you will be subject to its terms and licenses and no longer be protected by BSW’s privacy policy or security practices.

If you have any questions or concerns about the products and services offered on linked third party websites, please contact the third party directly.