BSW Wealth Partners, a Public Benefit Corporation

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 Activities
Portfolio Management
All 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 Contact
Julie Martinez
Email
Alexandra Martella Client Service Manager
Email Phone
Tami Carroll, Cfp®, Cdfa®, Ricp® Advisor at Bsw Wealth Partners, a Public Benefit Corporation
Email
Elias Bachmann, Cfa Director - Real Assets, Portfolio Manager and Partner at Bsw Wealth Partners, a Public Benefit Corporation
Email Phone

Employees by Management Level

Manager 3 profiles
Individual contributor 3 profiles
Director 2 profiles
Executive 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 3 3 0
Executive 2 2 1
Sales 1 1 1

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