Family Office · Boulder, CO, United States
Bsw Wealth Partners is an independent wealth management firm founded in 1992 and headquartered in Boulder, Colorado. The company provides comprehensive financial planning, investment management, and advisory services to individuals, families, and institutions. Bsw Wealth Partners is known for its fiduciary approach, focusing on personalized strategies that integrate financial, tax, and estate planning. The firm emphasizes sustainable and impact investing, aiming to align clients’ portfolios with their values while pursuing long-term financial goals.
Customer segments
High-net-worth individuals, Families, Nonprofits, Foundations
Geography
US, Colorado
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Bsw Wealth Partners deploys privately-held capital. Cycles are short, decisions concentrated, and structures flexible (equity, convertible, revenue-share). Less brand premium, more underwriting on substance. VC Boom tracks Bsw Wealth Partners alongside 47,000+ other active investors, ranked weekly by recent-deal momentum, sector concentration, and partner activity.
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