Who We Are
Employee owned. Woman founded. Built to last.
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 . . .
Our life’s work is to make your life better
We Make Life Better for successful individuals and families who are ready to delegate the business of preserving and growing their wealth to us, so that they can focus on their passions and their life’s pursuits. For some that might mean building their company. For others, it might mean finding the most impactful way to power their philanthropy.
Recognized for excellence
As an independent, employee-owned 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 best-in-class 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.
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 best in class experience for clients, colleagues, and employees; a fee-only model to ensure objectivity; 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.