A complete list of active advisors currently associated with BSW Wealth Partners

Warmer can help you find a great advisor at BSW Wealth Partners or one who fits your needs even better.

BSW Wealth Partners advises a national mix of individual and institutional clients, including non‑HNW and high‑net‑worth individuals, multi‑generational families, business owners, corporate executives and 401(k) plan sponsors. The firm’s brochure describes services spanning comprehensive financial planning, discretionary and non‑discretionary portfolio management, non‑fiduciary 401(k) consulting, packaged executive financial advising, and bespoke “Visionary Impact Investing” Custom Impact Mandates. The brochure says BSW uses a top‑down tactical asset allocation process with a relative growth/valuation framework and discretionary macro‑level rebalancing tied to time or threshold triggers, and builds customized portfolios that may include equities, fixed income, real assets, alternatives and privately placed investments. It also emphasizes coordination of tax, estate, insurance and concentrated‑position planning and support for clients facing pre‑liquidity or exit events, often working alongside outside attorneys and CPAs. What distinguishes BSW from many peers is its organizational and service mix: the firm operates as a Colorado Public Benefit Corporation with an explicit impact and values statement and a dedicated Visionary Impact Investing program for clients seeking mission alignment. The brochure also discloses less common practices for a team firm — including limited use of margin/borrowing in client accounts for specific cash‑flow or financing needs (with margined assets included in assets‑under‑management calculations) — and the firm publishes public information (including third‑party ratings) through its public materials and website.

To learn more about the advisors currently working at BSW Wealth Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.