BSW Wealth Partners
BSW Wealth Partners, founded in 1992, is a pioneering, woman-founded, independent wealth advisory firm headquartered in Boulder, Colorado. Now structured as a Colorado Public Benefit Corporation (PBC), it operates from offices in Boulder and Denver and serves a national clientele. The firm specializes in financial planning and customized portfolio management for successful individuals, families, multi-generational households, business owners, and corporate executives, including 401(k) plan sponsors. BSW is fully employee-owned and is a Certified B Corporation, emphasizing sustainability and community impact. The firm is known for its broad range of credentialed advisors and commitment to enhancing clients’ lives by aligning financial well-being with meaningful purpose. Employee count estimates vary, but public sources indicate approximately 25-30 staff.
Investment Strategy
BSW Wealth Partners customizes investment strategies for each client by analyzing individual objectives, time horizon, risk profile, and liquidity needs. Their approach combines 'top-down' market assessments and two main strategies: growth (selecting a broad range of assets for long-term risk/return and frequent rebalancing), and fixed income (emphasizing bonds, notes, CDs, ETFs, and mutual funds for lower risk). Where appropriate, they also integrate alternative and pooled investment vehicles, including margin trades and leveraged positions, always aligning recommendations with clients' values and long-term financial security. The firm adheres to a fee-only model with fiduciary duty, ensuring guidance without commissions or hidden costs.
Top Holdings
Equity Positions (321)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 16.09% | $129.2M | 192,997 | $337.87 | $669.30 | +$13.5M |
A AVDE | AMERICAN CENTY ETF TR | 6.37% | $51.1M | 648,068 | $64.30 | $78.90 | +$5.1M |
A AVUS | AMERICAN CENTY ETF TR | 5.18% | $41.6M | 382,514 | $91.39 | $108.70 | +$4.7M |
V VGIT | VANGUARD SCOTTSDALE FDS | 4.04% | $32.5M | 540,773 | $59.83 | $60.03 | +$2.5M |
V VTEB | VANGUARD MUN BD FDS | 4.00% | $32.1M | 641,405 | $49.93 | $50.07 | +$502.3K |