BSW Wealth Partners, Inc.

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BSW Wealth Partners, Inc. Overview

Type

Multi Family Office

Year Founded

1992

General Information

BSW Wealth Partners, Inc. is a multi-family office headquartered in Boulder, United States. Founded in 1992, the employee-owned, female-founded firm advises entrepreneurs, families and foundations on integrated wealth management, impact investing and private asset strategies. Certified as a B Corporation and Public Benefit Corporation, it manages more than $2 billion in client assets—delivering values-aligned planning and investment counsel.

Contact Information

Website:

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
Boulder, CO, United States

Portfolio & Notable Allocations

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BSW Wealth Partners, Inc. | Boulder Multi Family Office | Altss