BSW Wealth Partners is a Boulder-based investment advisory firm that caters to successful individuals and families, non-profit foundations, and executive or business clients. With a focus on achieving financial freedom, smart estate planning, and impactful investments, BSW provides personalized strategies to navigate significant life transitions, create legacies, and design successful exit strategies. Committed to their clients' well-being, BSW values community engagement and offers a range of services tailored to individual investment, financial, and tax circumstances.
With offices in Boulder and Denver, BSW Wealth Partners is dedicated to helping clients make life better by providing expert financial guidance and support through major life events, such as marriage, starting and selling companies, and challenging times like death and divorce. Their team of experienced advisors understands the unique needs of their clients, offering a comprehensive range of services that prioritize long-term financial security and growth while considering individual goals and values.
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