Hi there,

We’re your Client Service Team and your quick connection to all of BSW’s resources.

Alex

Alex

alexandra@bsw.com
(303) 444-9696

Janet

Janet

janet@bsw.com
(303) 444-9696

Karen

Karen

karen@bsw.com 
(303) 444-9696

Jacki

Jacki

jacki@bsw.com
(303) 444-9696

How we support you

We are your single point of contact ensuring your request will be a smooth, no hassle process! 

Scheduling


If you have a question or would like to make an appointment, we can help.

Topics covered include:

ADVISORY
Goal/Objective Setting
Market Updates
Financial Sustainability
Estate Planning

INVESTMENT
Portfolio Overview
Strategic Planning
New Investment Opportunities

OPERATIONS
BSW Vault and Online Account Setup/Usage
Administrative Paperwork (Account Openings, Transfers)

Moving Money


Should you need money moved from one account to another, we are happy to assist in making it happen.

Examples of typical transfers include:

• Deposits into Brokerage Accounts

•  Transfers of Assets into Brokerage Accounts

•  Transfers Between Brokerage Accounts 

•  Transfers from Brokerage to Outside Accounts 

•  Transfers to Alternative Investment Accounts

•  Wire Transfers

Document Management


All account documentation will be seamlessly archived in our electronic files. Any documents that you need to reference will be posted on your Vault:

• Will/Estate/Trust Documents

• Tax Documents (also posted to your CPA’s Vault upon request)

• Statements/Reports/Invoices

Account Management


We know—paperwork can be overwhelming! We help smooth the administrative process. Some examples of CSM’s operational tasks are:

• Opening or Closing Accounts

• Change of Name, Address, Phone or Email*

• Adding or Changing Beneficiaries

• Subscriptions to Outside Investments

• Direct Deposit/ACH/Wires

* Please inform us immediately of any changes to your contact information.

Other Services Available


We can help you set up online account access with your custodian, so that you have access to:

• Electronically signed documents

• Electronic statements and confirmations

• Reduced trading fees

• Notary Public – BSW has notaries to serve you. Please call ahead to be sure we’re onsite and available before stopping by for notarization.

Don’t hesitate to reach out!

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