What We Do

Wealth is not solely a pursuit of financial accumulation—it’s a dynamic journey shaped by the psychology of money and personal values. We see financial resources as tools to craft a meaningful existence, a conduit to realizing your fullest potential.

Our Approach

Our relationship starts with questions:

What makes you happy?

What are your passions?

What is your legacy?

Authentically Independent™

BSW is Authentically Independent™, there is no “home office” in New York or San Francisco that dictates who we can and can’t work with. Our client relationships are predicated on aligned interests, passions, and values, rather than simply assets. We are selective with whom we work. Our clients are awesome which lets us be awesome too.

Community Roots and Corporate Responsibility

Make Life Better is also the driving force of BSW’s corporate philosophy and philanthropic efforts. With deep roots in Boulder and Denver, Colorado, BSW supports local non-profits, provides paid time off for team member volunteer efforts, and helps grow the next generation of financial professionals through scholarships and mentorships. In 2019, BSW became a Public Benefit Corporation, baking our B Corp status into our legal DNA.

Specialty Areas

There are some areas we’re particularly adept in.




401(k) Impact

Who we serve

BSW is honored to work side by side with individuals and families who want to live richly, impact deeply, and experience more. Their zest for life and determination to create extraordinary experiences inspire our work.

The Family Office Experience

Typical Asset Level $10M+*

  • Have you achieved a level of wealth beyond your highest expectations?
  • Have you transitioned from worrying about personal needs to contemplating personal legacy?
  • Do you want to create a family vision with your spouse and heirs?
  • Do you need a  pre-liquidity or business exit planning strategy?

Family Office Clients tap into the best of BSW and go far beyond mere investment and advisory services. All of our capabilities and resources are deployed on your behalf. We serve as your advocate, confidante, sounding board, mediator and steady counsel.

Private Client Services

Typical Asset Level $3M-$10M*

  • Are you the steward of your family’s legacy assets?
  • Are you a founder or C-level executive of a successful enterprise?
  • Are you tired of working with banks and brokerage firms that operate in their own best interest rather than yours?

Private Clients are successful individuals and families ready to delegate away the complexities and drudgeries of managing their financial lives. BSW’s white glove approach includes specialized expertise and curated professional support.

*One of the advantages of being 100% independent is we get to choose with whom we work. We strive for win-win relationships and retain the discretion to craft alternative fee arrangements.

Intelligent Investing


It begins with possibilities. BSW helps you unlock those possibilities and translates them into the life you want.

BSW goes to great lengths to design portfolios that are built to last. This means they are designed with the overarching goal of weathering the inevitable storm ahead.  BSW believes that being invested over the long term is a key determinant to successfully achieving your goals; that is why we believe it is so important to fully understand your risk profile as a cornerstone of your portfolio.

Diversifying beyond the traditional  stocks and bonds, BSW’s Investment Group curates private investments like Direct Real Estate, Private Equity, and Alternatives., making the once elusive side of investing more accessible and transparent. BSW attempts to find scalable and cost-effective ingredients as part of a well-diversified portfolio.

Our approach to investment management is rooted in a deep understanding of your financial landscape. At BSW, it’s not just about creating wealth; it’s about creating a legacy. With our disciplined strategies and unwavering focus on optimizing returns, we’re not just managing you assets, we are bringing you closer to meeting and exceeding you and your family’s objectives.

“Fair and Balanced” Disclosure

BSW’s Make Life Better or Authentically Independent™ taglines, and its status as a Certified B Corporation®, are not guarantees of client satisfaction or any particular investment or financial outcome.

Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon the client’s individual investment, financial, and tax circumstances.

The effectiveness and potential success of a financial plan depends on a variety of factors, including but not limited to the manner and timing of implementation, coordination with the client and the client’s other engaged professionals, and market conditions.

Past performance does not guarantee future results. All investing comes with risk, including risk of loss.