BSW is a leading advisory and investment firm known for its client-experience, independence, sustainable business, and outstanding culture.
Making Life Better
BSW is an independent advisory and investment firm that is Built To Last and Makes Life Better for BSW clients and staff by helping them achieve their financial and life goals.
At BSW, our manifesto is Make Life Better, you’ll see it in all we do. At the end of the day, we all want to live lives full of meaning, abundance, adventure, and fulfillment. Money and wealth are really just wampum – a store of value we trade for those qualities. What we do goes beyond just investments or financial planning. We work side-by-side with our clients so that their wealth empowers and enhances all aspects of their lives.
Client-Focused Team Approach
We start with questions. What would you do if money were no object? How would you really enjoy spending your life? What will be your legacy?
Your life is unique – as is your BSW engagement. Each BSW engagement is serviced by a dedicated team, including an Advisor, Investment Advisor, Associate Advisor, and Client Service Manager. Your comprehensive plan is custom-built for your goals, needs, and circumstances. Revisited often, your dynamic plan is adapted and reshaped depending upon each stage of life. From a holistic and informed perspective, we provide ongoing insight, guidance, and reporting so you always know where you stand.
BSW serves as the trusted steward of your family’s financial life. We are fiercely loyal to you and solely focused on the preservation and growth of your wealth.
Comprehensive Wealth Management for Individuals and Families, Investment Management, Estate Planning & Wealth Transfer, Financial Security & Sustainability, Tax Planning & Risk Managment, Philanthropy, and Impact Investing