Reviews for BSW Wealth Partners

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From BSW Wealth Partners

BSW is a fee-only, Authentically Independent™, and 100% employee-owned Wealth Management firm. BSW delivers holistic investment management and wealth advisory services to successful individuals and families with special expertise in entrepreneurs, ESG investors, divorcees, nonprofits/foundations, and 401(k) plans. BSW is not bound by traditional approaches or outcomes – we invest with high standards to maximize performance and public benefit. Whether you are an individual, family, organization, or institution, BSW’s investment team is committed to building a portfolio that is right for you, and your vision of a better tomorrow.

Hours

Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 4PM
Saturday: ClosedSunday: Closed

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Ratings

BBB: A+