Who We Are
The Life, Evolution, and Spirit of
BSW Wealth Partners:
When I was very young, my mother asked only that I do my best. I took that message to heart and set out to prove to my grandfather and great-uncle that it wasn’t necessary to be a man to succeed in business and investing. My experience with big brokerage houses motivated me to create a client-centric firm that provided fee-only objective advice . . .
Make Life Better
We Make Life Better for successful individuals and families & nonprofits and foundations who are ready to delegate the business of preserving and growing their wealth to us, so that they can focus on what matters.
Recognized for excellence
As an independent wealth management firm, BSW is grateful to serve a national clientele from our offices in Boulder and Denver, Colorado. Named by the Financial Times as one of the nation’s top 300 advisory firms in 2020, BSW provides advisory and investment services, highly customized client care and a relentless dedication to helping our clients find more ways to live life without limits.
Committed to making a difference
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.
Authentically Independent™
FEE ONLY
BSW is designed to minimize conflicts of interest. As a fee only firm, we are only compensated by our clients.
FIDUCIARY
As a fiduciary we are legally required to act in our client’s best interest, no matter what.
NO commission
NO kick backs
NO referral fees
NO hidden costs
“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.
Experience, expertise, and personalized services should not be construed as a guarantee of a particular outcome. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.
Third party rankings and recognition should not be construed as a guarantee of a particular outcome nor form the sole basis for the selection of an adviser. Unless otherwise specifically indicated, BSW did not pay a fee for inclusion in the award/ranking.
The life, evolution, and spirit of our company
When I was very young, my mother asked only that I do my best. I took that message to heart and set out to prove to my grandfather and great-uncle that it wasn’t necessary to be a man to succeed in business and investing. My experience with big brokerage houses motivated me to create a client-centric firm that provided fee-only objective advice. A strong independent streak and lessons learned from raising three children drove a firm culture that values being smart, exercising compassion and, critically important, having fun.
Gratifyingly – BSW mirrors that ambition, providing a personalized experience for clients, colleagues, and employees; striving to be objective in our recommendations; and carefully guided conversation that engages, challenges and nurtures individuals to tune out noise, identify goals, then build a plan to achieve them.
Perhaps easier said than done. But I do know that having the right partner creates a safe space for honesty. Thoughtful discussion gives rise to new awareness. The dots connect and the endgame comes into sharp focus. I myself know the truth of this because in 2012 I realized my life-long dream of a ranch in the mountains, off the grid, where I live with the freedom to wander where I will (in the buff if I please!) with just the occasional moose or bear to see me. Having your dreams come true is better than you might imagine and something I hope all of our clients and staff will experience. Here’s to BSW continuing as a critical partner on the journey to identify and manifest life’s full potential.
