What is BSW Wealth Partners?
BSW Wealth Partners is a Certified B Corporation® and Authentically Independent™ wealth management and investment advisory firm that stands apart in the finance world. This isn’t your typical wealth advisory firm. They combine deep expertise with a genuine commitment to clients’ best interests—no commissions, no kickbacks, no hidden costs. Instead, BSW focuses on delivering disciplined thought and bold action to help clients live rich lives, not just accumulate wealth. Their ethos, Make Life Better, guides everything they do, encouraging clients to define what their best life looks like and then meticulously plan and zealously execute to get there.
Main Benefits of Choosing BSW Wealth Partners
Here’s a quick snapshot of what makes BSW unique and impactful:
- Certified B Corporation® status with a B Corp score of 156.6, reflecting strong social and environmental performance
- Authentically Independent™—free from conflicts of interest
- Woman-founded leadership, emphasizing diversity and inclusion
- Over $2 Billion in Assets Under Management (AUM)
- Team credentials include CFA®, CFP®, JD, MBA, CAIA®, CDFA®, RICP®, CSRIC™, BFA™
- Client base includes entrepreneurs, authors, surgeons, attorneys, architects, foundations, teachers, and more
- Clients located in Denver, Boulder, across Colorado, and nationwide
The Philosophy Behind BSW’s Wealth Management
BSW believes life is more about how you live than what you have. There’s a clear difference between having wealth and living a rich life. This mindset shapes their approach to financial planning and investment advising. They don’t just manage money—they help clients articulate their vision for life, plan meticulously, and take bold steps to achieve it. It’s about disciplined thought paired with action, ensuring that wealth serves a greater purpose: making life better.
Who Are BSW’s Clients?
BSW clients are a diverse group—Entrepreneurs, Authors, Surgeons, Attorneys, Architects, Foundations, Teachers… but also Daughters, Sons, Parents, Philanthropists, Athletes, Activists. They’re dreamers and doers, people whose success fuels them but doesn’t define them. They choose to spend their time wisely, focusing on what truly matters. BSW’s role is to listen, care, and provide guidance that aligns with their clients’ values and aspirations.
BSW’s Commitment to Authentic Independence
Being Authentically Independent™ means BSW operates without the typical conflicts of interest that can plague other firms. No commissions, no kickbacks, no hidden fees—just pure, fiduciary advice. This independence allows BSW to be fiercely loyal to clients, acting always in their best interests. It’s a rare approach in the wealth advisory world, and it’s central to how BSW builds trust and long-term relationships.
BSW Wealth Partners and Sustainable Development Goals (SDGs)
- SDG 8: Decent Work and Economic Growth – Supporting entrepreneurs and professionals in building sustainable wealth
- SDG 10: Reduced Inequalities – Promoting inclusive financial planning and impact investing
- SDG 12: Responsible Consumption and Production – Encouraging disciplined, thoughtful investment strategies
- SDG 17: Partnerships for the Goals – Collaborating with clients and communities to Make Life Better
Why BSW Stands Out in the Investment Advising Industry
In an industry often criticized for complexity and hidden agendas, BSW Wealth Partners offers clarity, integrity, and a client-first approach. Their Certified B Corporation® status underscores a commitment to social and environmental responsibility, while their Authentically Independent™ model ensures unbiased advice. With a team loaded with top credentials and a client base that values meaningful impact, BSW is designed for those who want to spend their time wisely and live a rich, fulfilling life. It’s not just about managing wealth—it’s about making life better.
