Directory
Mission statement
BSW Wealth Partners
BSW Wealth Partners, Inc.
Protected through
- Statutory benefit corporation
- Certified B Corporation
What they do
BSW Wealth Partners provides wealth management and investment advisory services to entrepreneurs, professionals, foundations, and families.
“Make Life Better for BSW clients, staff and our broader community by building a long-term, sustainable, and environmentally considerate business that helps our clients and stakeholders achieve both financial security and lives of meaning, abundance, and fulfillment.”
Status
Private
Statutory form
Colorado Public Benefit Corporation
Industry
Financial Services & Fintech
Headquarters
Boulder, Colorado
Founded
1992
Website
Sources (5)
- PBC Report | BSW Wealth PartnersCompany website · retrieved 2026-06-07
- BSW Wealth Partners - Certified B Corporation - B Lab GlobalB Lab directory · retrieved 2026-06-07
- https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035262SEC filing · retrieved 2026-06-07
- BSW Wealth Partners: Boulder's B Corp Financial Advisor Quietly Surpassing Industry Giants | BSW Wealth PartnersCompany website · retrieved 2026-06-07
- bsw wealth partners, a public benefit corporationSource · retrieved 2026-06-07
Added 2026-06-07 · last updated 2026-06-07Informational only; not legal advice. Verify against the sources above before relying on this entry.