BSW Wealth Partners

BSW Wealth Partners is a woman-founded, fee-only wealth management and investment advisory firm based in Boulder and Denver, Colorado. They are a Certified B Corporation and Authentically Independent™, which means they are committed to social and environmental responsibility and are not beholden to any larger institutions. BSW strives to "Make Life Better" for their clients, who are typically successful individuals, families, and nonprofits, by providing customized financial planning and investment management services that are tailored to their specific needs and goals.

BSW's philosophy emphasizes a holistic approach to wealth management, taking into account not just financial goals but also personal values and aspirations. Their team of advisors are experts in various fields, including financial planning, investment management, and legal and accounting services, and they are committed to providing transparent and ethical guidance to their clients. BSW's dedication to community engagement and social responsibility is reflected in their support for local nonprofits, their commitment to diversity and inclusion, and their environmental sustainability efforts.

BSW Wealth Partners offers flexible work arrangements, including paid time off for volunteering and a supportive team culture. While the specific details of their flexible work options aren't explicitly stated, they emphasize their commitment to employee well-being and work-life balance, suggesting a willingness to accommodate individual needs.

BSW Wealth Partners offers a comprehensive benefits package to its employees, demonstrating a commitment to their well-being. These benefits include company-paid healthcare, paid maternity and paternity leave, generous PTO days including time off for volunteering, custom workspace setups, healthy lifestyle initiatives, and yearly bonuses.

BSW Wealth Partners is a Certified B Corporation® and Authentically Independent™ wealth management and investment advisory firm committed to helping clients "Make Life Better" by providing fee-only, objective financial advice. They go beyond traditional financial services to prioritize client well-being, focusing on individual goals and values while emphasizing community impact, diversity, and environmental stewardship.

BSW Wealth Partners fosters a culture of dedication, collaboration, and community engagement. They prioritize a supportive and flexible work environment, ensuring work-life balance and employee well-being. They are committed to creating a diverse and inclusive workplace, championing equity and valuing all individuals. Their dedication to community outreach and philanthropic efforts reflect their belief in building a sustainable and ethical business model that makes a positive impact.

BSW Wealth Partners is committed to diversity, equity, and inclusion, recognizing the importance of fostering a respectful and supportive work environment for all individuals. They are a certified B Corporation and are committed to gender equity, actively working to make their workplace inclusive for all races, genders, social classes, and sexual orientations. BSW actively encourages applications from traditionally underrepresented populations within financial services, parents returning to the workforce, people with disabilities, transitioning military service members, and veterans. They are also dedicated to increasing the diversity of CFP professionals by providing educational opportunities and scholarships to underrepresented groups.