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BSW Wealth Partners

Headquartered in BOULDER, CO

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Firm Information

BSW Wealth Partners is an investment advisor registered with the SEC and based in Boulder, CO. The firm manages approximately $1 billion - $10 billion in assets and provides portfolio management for individuals, businesses, and pooled investment vehicles. They also offer financial planning and estate planning coordination services. The firm specializes in working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.

BSW Wealth Partners

2300 BROADWAY STREET

BOULDER, CO 80304

$1.84B

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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1. tax & estate planning coordination 2. diversification planning 3. employee stock options

1. tax & estate planning coordination 2. diversification planning 3. employee stock options

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Travel reimbursement

Branch Locations (1)

BSW WEALTH PARTNERS has a total of 1 branch locations across the country.
location

BOULDER, CO

Advisors at BSW Wealth Partners

View All 15 Advisors
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Julia Wentworth

RA

BOULDER, CO

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Kathrin Biscornet

CFP®, RA

BOULDER, CO

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Lindy Misao Yoshida

CFP®, RA

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Tami C Carroll

CFP®, RA

BOULDER, CO

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Eric Alan Davis

CFP®, RA

BOULDER, CO

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Molly Jasoda Devnani

RA

BOULDER, CO

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Unclaimed
Samuel John Napp

CFP®, RA

BOULDER, CO

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Unclaimed
Olivia Anne Otoole

RA

BOULDER, CO

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Disclosures

There are no public disclosures for BSW Wealth Partners.

Frequently Asked Questions (6)

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