BSW Wealth Partners

BSW is a fee-only, Authentically Independent™, and 100% employee-owned Wealth Management firm. BSW delivers holistic investment management and wealth advisory services to successful individuals and families with special expertise in entrepreneurs, ESG investors, divorcees, nonprofits/foundations, and 401(k) plans. BSW is not bound by traditional approaches or outcomes – we invest with high standards to maximize performance and public benefit. Whether you are an individual, family, organization, or institution, BSW’s investment team is committed to building a portfolio that is right for you, and your vision of a better tomorrow.