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.
View Top Employees from BSW Wealth Partners, a Public Benefit Corporation| Website | http://www.bsw.com/ |
| Revenue | $5 million |
| Employees | 37 (37 on RocketReach) |
| Founded | 1992 |
| Address | 2336 Pearl Street, Boulder, Colorado 80302, US |
| Phone | (303) 444-9696 |
| Industry | Investment Management, Finance General, Consulting, Comprehensive Wealth Management for Individuals and Families, Finance, Financial Services, Wealth Management, Estate Planning & Wealth Transfer, Financial Security & Sustainability, Tax Planning & Risk Managment, Philanthropy, Impact Investing |
| Web Rank | 6 Million |
| Keywords | Bsw Wealth Partners, 6:47, Apartment Q1 2018 Commentary, Julie D. Martinez Bsw Wealth Partners |
| Competitors | Evergreen Valley Law Group P.C., Keltie, LaRiviere, Grubman PC, Merchant & Gould P.C., Thorpe North & Western |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies |
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BSW Wealth Partners, a Public Benefit Corporation Questions
The BSW Wealth Partners, a Public Benefit Corporation annual revenue was $5 million in 2024.
Matt Samek is the COO of BSW Wealth Partners, a Public Benefit Corporation.
37 people are employed at BSW Wealth Partners, a Public Benefit Corporation.
BSW Wealth Partners, a Public Benefit Corporation is based in Boulder, Colorado.
The NAICS codes for BSW Wealth Partners, a Public Benefit Corporation are [523, 52393, 52, 5239].
The SIC codes for BSW Wealth Partners, a Public Benefit Corporation are [62, 628].
Top BSW Wealth Partners, a Public Benefit Corporation Employees
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