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.
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.
Baydush Investments opens its doors to offer fee-only unbiased advice in portfolio management.
Drew Simon joins the firm to create the advisory side of the business, allowing Debi to focus on investment strategy.
Ben Weaver becomes partner, expanding the firm’s advisory capabilities and establishing BSW’s operational framework.
David Wolf becomes partner, begining transition to Chief Investment and Operations Officer & developing the firms Impact Portfolio offering.
BSW Wealth Partners… a new name to more accurately reflect who we are, and what we do for our clients.
BSW welcomes Matt Samek and Tim Wojtalik as partners.
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 two years ago 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.