Management

 BSW Wealth Partners is a financial advisory firm known for its deep client experience, sustainable business and outstanding culture.

We are raising the bar for our entire industry.

  • Matthew Samek

    Chief Operating Officer

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  • Elias Bachmann

    CFA®

    Director of Private Investments & Portfolio Manager

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  • Nicole Murphey

    Chief Compliance Officer

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  • Julie Martinez

    CFP®

    Advisor

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  • David Wolf

    Chief Executive Officer

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