Founding Principal
CurrentBSW Wealth Partners is an independent wealth advisor that works every day to make life better for its clients. The firm provides financial and investment advice, goal-setting, and plan implementation on a fee-only basis to private investors. Our clients are successful individuals and families – sometimes spanning multiple generations – who need a sophisticated partner to assist them with protecting and growing their wealth over the long term. During her tenure as the Chief Investment Officer for BSW, Debi provided oversight for the company’s investment policy, portfolio construction, and major strategic efforts. As she has transitioned to an “of counsel” role, Debi is an essential part of the team, ensuring the firm’s positive work culture and superior quality of life for its employees.