What We Do

It’s not about what you have, it’s about how well you live.

How we work

Our relationship starts with questions:

What makes you happy?

What is your

What are your passions?

How BSW Works

BSW is Authentically Independent™ and 100% employee-owned. There is no “home office” in New York or San Francisco that dictates who we can and can’t work with. Our engagements are predicated on aligned interests, passions, and values, rather than simply assets. We have a no jerk rule. Our clients are awesome which lets us be awesome too.

BSW’s Why 

Make Life Better is also the driving force of BSW’s corporate philosophy and philanthropic efforts. With deep roots in 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 every day.

Family Office

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?

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

Typical Asset Level >$2M-$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, curated professional support and superior investment options.

Wealth Management

Typical Asset Level >$500K*

  • Are you a high-income earner or an aggressive saver?
  • Do you aspire to build significant personal wealth and financial freedom through disciplined investing and planning?
  • Do you want a trusted peer to partner with and grow throughout your professional career and life?

Wealth Management Clients work directly with BSW Advisors who understand your life circumstances and aspirations. We get to know you, we listen to you, we help to guide your path to your dreams and goals. BSW develops and implements a customized investment plan that proactively creates and grows your wealth, including exclusive access to proprietary investments.

*One of the advantages of being 100% independent is we get to choose with whom we work. BSW is focused on “fit” more so than fees. We always strive for win-win relationships and retain the discretion to craft alternative fee arrangements.