@bsw.com
BSW Wealth Partners provides wealth management and investment advisory services to individuals, families, foundations and endowments.
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About
Description
BSW Wealth Partners is an independent financial advisory firm that focuses on wealth management and investment advisory services. With over $1 billion in assets under management, BSW is committed to making life better for individuals, families, foundations, and endowments. As a Certified B Corporation®, BSW uses business as a force for good and is dedicated to creating a positive impact.
BSW believes that life is not just about the accumulation of wealth, but about how we live and make the most of our resources. Their team of advisors listens, cares, and helps clients articulate their vision for a rich and fulfilling life. With a set of core values that include independence, authenticity, and loyalty, BSW goes beyond just credentials to become trusted confidants, connectors, and innovators for their clients.
BSW serves a diverse range of clients, including entrepreneurs, authors, surgeons, attorneys, and philanthropists. They understand that success does not solely define their clients, and they are committed to providing personalized services that align with their unique goals and aspirations. To learn more about how BSW Wealth Partners can help you make life better and explore exciting new directions, contact their team today
Company Type
Privately Held
Company Size
11-50
Year Founded
1992
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