Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Napp is a financial advisor at BSW Wealth Partners. Samuel has been with the firm since June 2012 and holds a Series 65 license in Colorado. Samuel is also a Certified Financial Planner. Samuel has a deep understanding of financial planning, portfolio management, and estate planning. Samuel helps individuals, families, and businesses achieve their financial goals. Samuel has experience working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
1. tax & estate planning coordination 2. diversification planning 3. employee stock options
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Travel reimbursement
1
2
CO
01/07/2015 - Present
BSW Wealth Partners (BOULDER CO)
Active
Inactive
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