BSW Wealth Partners is an authentically independent financial advisory firm that helps Make Life Better, uses Business as a Force for Good, and is Built To Last. 

BSW is in a category of one. We have no competitors. We actually deliver what most firms emptily promise. We bring our clients much more than our credentials (CFA®, CFP®, JD, MBA, CAIA®, CDFA, RICP®, CSRIC™). We are Confidants, Connectors, and Innovators. We are fiercely loyal to our clients and always act in their best interests.

One of our proudest accomplishments is the mosaic of talents we’ve brought together for our clients. We are proud of our industry-leading employee and client retention—a testament to our Make Life Better ethos.

We are raising the bar for our entire industry.

Like what you hear?  Follow us here or give us a call.  We’ll talk.

Blog: https://bsw.com/blog/
Instagram: @bswwealthpartners

https://www.cnbc.com/2020/12/16/when-it-comes-to-impact-investing-these-advisors-walk-the-talk.html

DISCLAIMER: The information contained on this page is for informational purposes only.  Please visit www.bsw.com for full disclaimer details.

BSW Wealth Partners, a Public Benefit Corporation

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