BSW WEALTH PARTNERS
Boulder, Colorado
BSW Wealth Partners, a prominent local investment advisory firm headquartered in Boulder, CO, boasts a formidable reputation in managing assets for high net worth individuals. With over 90 individual clients and a staggering $1,624,159,000 in assets under management, their expertise and dedication have made them a trusted partner in wealth management. Operating out of two offices, BSW Wealth Partners ensures accessibility and personalized service for their discerning clientele.
With an impressive 97% of their managed assets falling under discretionary management, BSW Wealth Partners demonstrates their commitment to delivering tai...
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Assets Under Mgmt
$1.62B
Investment Professionals
20
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
Other: 1. TAX & ESTATE PLANNING COORDINATION 2. DIVERSIFICATION PLANNING 3. EMPLOYEE STOCK OPTIONS
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