Who

We Make Life Better for people just like you: successful individuals and families who want to focus on their passions and delegate the business of their life to us.

BSW Team Culture

BSW is: Independent, Employee-owned, Woman-founded, and Built To Last.

BSW Wealth Partners is a multi-family office and wealth advisory firm serving a national and international clientele from offices in Boulder and Denver. Named by the Financial Times as one of nation’s top 300 advisory firms, we provide best-in-class advisory and investment services with white-glove client care.

Our commitment to Make Life Better is evident in our own philanthropic efforts. With deep roots in Colorado, BSW gives back to our community both as a firm and as individuals. We support local non-profit organizations and provide paid time off for volunteer work.

Our Team

Molly Devnani

Director of Reporting
Investment Associate

Elias Bachmann, CFA®

Director of Private Investments
Portfolio Manager

Sophia Miller

Client Concierge

Janet Hoover

Client Service Manager

Susan Johnson

Client Service Manager

Alexandra Martella

Client Service Manager

Aaron Deitz

Portfolio Manager

Yiwen Chen, CFA®

Director of Trading
Portfolio Manager

Craig Seidler

Director of Public Investments
Portfolio Manager

Matthew Samek

Chief Operating Officer

Nicole Zelyez

Outreach and Engagement Coordinator

Olivia O’Toole

Investment Associate and Reporting Specialist

History

Since our founding in 1992, BSW has evolved and grown in many capacities. On the cusp of our silver anniversary, we have diligently charted a course for BSW’s next 25 years. Our goal is to be an exceptional and enduring firm.  To us, an exceptional firm provides best-in-class advice, outstanding investment outcomes, personalized and personable service, and the myriad intangibles that enhance your quality of life and peace of mind.  Likewise, an enduring firm is one that is built-to-last, independent, unbiased and capable of serving your family for generations.

  • Practice: Spring 1992

    Individual Equity & Fixed Income

  • People: 1992

    Debi Baydush

  • Headquarters: 1992

    Broadway Suites

  • Partners: August 1992

    Baydush Investments opens its doors to offer fee-only unbiased advice in portfolio management.  

  • People: 1993

    Drew Simon

  • Partners: February 1993

    Drew Simon joins the firm to create the advisory side of the business, allowing Debi to focus on investment strategy.

  • Headquarters: 1996

    2505 Walnut St

  • People: 1997

    Ben Weaver

  • Practice: Fall 1997

    Manager of Managers Philosophy

  • Partners: January 2000

    Ben Weaver becomes partner, expanding the firm’s advisory capabilities and establishing BSW’s operational framework.

  • Practice: Spring 2001

    Non-traditional Investments

  • Practice: Fall 2001

    Opportunistic

  • People: 2002

    David Wolf

  • Headquarters: 2003

    2336 Pearl Street

  • Practice: Spring 2003

    Direct Real Estate

  • People: 2003

    Craig Seidler

  • Practice: Spring 2004

    Impact Portfolios, Sustainable Investing

  • People: 2005

    Raliegh Riddoch

  • Practice: Fall 2004

    Venture Capital

  • People: 2006

    Tim Wojtalik

  • Accolades: 2006

    Health Care Heroes Award

  • Partners: January 2007

    David Wolf becomes partner, begining transition to Chief Investment and Operations Officer & developing the firms Impact Portfolio offering.

  • Practice: Spring 2007

    Team Service Structure

  • People: 2007

    Matthew Samek

  • Accolades: 2008

    DBJ Top Independent Wealth Advisors Award

  • Accolades: 2009

    5280 Best Advisors Award

  • People: 2009

    Elias Bachmann, Alexandra Martella

  • Partners: January 2010

    BSW Wealth Partners… a new name to more accurately reflect who we are, and what we do for our clients.

  • Headquarters: 2010

    Major Renovation

  • Practice: Summer 2010

    Impact Municipal Bond Portfolios

  • Accolades: 2011

    BCBR Remarkable Women Award – Debi Baydush, BCBR 40 Under 40 Award – David Wolf

  • People: 2012

    Yiwen Chen, Sam Napp

  • People: 2014

    Matthew Simon, Eric Davis, Molly Devnani, Julie Martinez

  • Accolades: 2014

    Financial Times 300 Top RIA Firms

  • Partners: 2014

    BSW welcome Raliegh Riddoch as partner

  • People: 2015

    Nicole Zelyez

  • Partners: January 2016

    BSW welcomes Matt Samek and Tim Wojtalik as partners.

  • Accolades: 2016

    Financial Times 300 Top RIA Firms

  • People: 2016

    Susan Johnson

  • Accolades: 2017

    B Corp Certification, BCBR 40 Under 40 Award – Sam Napp, Financial Times 300 Top RIA Firms

  • People: 2017

    Sophia Miller, Lynda Gregory

  • People: 2018

    Brian Lichtenheld, Aaron Deitz, Janet Hoover, Kat Biscornet

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Message from the FounderDebi Baydush

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.

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BSW is a proud sponsor of the following organizations:

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