BSW Wealth Partners, a Public Benefit Corporation
Investment Management
Boulder, Colorado, United States
37 employees
- Employees
- 37
- Contacts
- 4
- Emails
- 4
- Phones
- 2
BSW Wealth Partners, a Public Benefit Corporation Overview
- Headquarters
- Boulder, Colorado, United States
- Phone Number
- Available in AeroLeads
- Website
- www.bsw.com
- Industry
- Investment Management
- Employees
- 37
- Founded
- 1992
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
About BSW Wealth Partners, a Public Benefit Corporation
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.
BSW Wealth Partners, a Public Benefit Corporation Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 2
- 50.0% coverage
BSW Wealth Partners, a Public Benefit Corporation Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Julie Martinez | Boulder, Colorado, United States |
Email
|
|
| Alexandra Martella | Client Service Manager | Kihei, Hawaii, United States |
Email
Phone
|
| Tami Carroll, Cfp®, Cdfa®, Ricp® | Advisor at Bsw Wealth Partners, a Public Benefit Corporation | Englewood, Colorado, United States |
Email
|
| Elias Bachmann, Cfa | Director - Real Assets, Portfolio Manager and Partner at Bsw Wealth Partners, a Public Benefit Corporation | Boulder, Colorado, United States |
Email
Phone
|
Employees by Management Level
Manager
3 profiles
Individual contributor
3 profiles
Director
2 profiles
Executive
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 3 | 3 | 0 |
| Executive | 2 | 2 | 1 |
| Sales | 1 | 1 | 1 |
Compare Similar Companies to BSW Wealth Partners, a Public Benefit Corporation
Pathstone
Financial Services
Campminder
Software Development
Global Glimpse
Education Management
First Descents
Non-Profit Organizations
WorkBright
Human Resources Services
Optera
Software Development
Workshop Digital
Advertising Services
Creative Alignments
Staffing And Recruiting
Transform Wealth
Financial Services
Colorado Capital Management
Investment Management