BSW Wealth Partners, a Public Benefit Corporation Employee Directory

Investment ManagementColorado, United States11-50 Employees

BSW Wealth Partners is an authentically independent financial advisory firm that helps Make Life Better, uses Business as a Force for Good, and is Built To Last. 

BSW is in a category of one. We have no competitors. We actually deliver what most firms emptily promise. We bring our clients much more than our credentials (CFA®, CFP®, JD, MBA, CAIA®, CDFA, RICP®, CSRIC™). We are Confidants, Connectors, and Innovators. We are fiercely loyal to our clients and always act in their best interests.

One of our proudest accomplishments is the mosaic of talents we’ve brought together for our clients. We are proud of our industry-leading employee and client retention—a testament to our Make Life Better ethos.

We are raising the bar for our entire industry.

Like what you hear?  Follow us here or give us a call.  We’ll talk.

Blog: https://bsw.com/blog/
Instagram: @bswwealthpartners

https://www.cnbc.com/2020/12/16/when-it-comes-to-impact-investing-these-advisors-walk-the-talk.html

DISCLAIMER: The information contained on this page is for informational purposes only.  Please visit www.bsw.com for full disclaimer details.

Find BSW Wealth Partners, a Public Benefit Corporation employees' phone numbers or email addresses

BSW Wealth Partners, a Public Benefit Corporation Global Highlights

North America
48

United States Of America
48

Europe
1

Switzerland
1

BSW Wealth Partners, a Public Benefit Corporation's Leadership

B. D.
Chief Executive Officer
Mobile Phone
Email
M. S.
Chief Operating Officer
Mobile Phone
Email
N. M.
Chief Compliance Officer
Mobile Phone
Email
G. P.
Private Wealth Advisor, Chief Executive Officer
Mobile Phone
Email
K. S. O.
Director Of Investments
Mobile Phone
Email
E. B.
Director - Real Assets
Mobile Phone
Email
A. D.
Portfolio Manager & Director Of Private Equity
Mobile Phone
Email
M. D.
Director Of Investment Operations
Mobile Phone
Email

Contact profiles from BSW Wealth Partners, a Public Benefit Corporation

Name

Title

Contact Info

Location

Last Update

M. S.
Chief Operating Officer
Mobile Phone
Email
United StatesColorado
Mar 13, 2025
B. D.
Chief Executive Officer
Mobile Phone
Email
United StatesTexas
Oct 18, 2024
G. P.
Private Wealth Advisor, Chief Executive Officer
Mobile Phone
Email
Oct 16, 2024
N. M.
Chief Compliance Officer
Mobile Phone
Email
Oct 22, 2024
K. S. O.
Director Of Investments
Mobile Phone
Email
United StatesColorado
Oct 27, 2025
E. B.
Director - Real Assets
Mobile Phone
Email
SwitzerlandSchwyz
Dec 12, 2025
A. D.
Portfolio Manager & Director Of Private Equity
Mobile Phone
Email
United StatesColorado
Dec 12, 2025
M. D.
Director Of Investment Operations
Mobile Phone
Email
United StatesColorado
Nov 15, 2025
O. O.
Portfolio Manager & Director Of Fixed Income
Mobile Phone
Email
United StatesColorado
Sep 09, 2025
D. M.
Assistant Executive Director Residential Services Director
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is BSW Wealth Partners, a Public Benefit Corporation known for?

BSW Wealth Partners, a Public Benefit Corporation was founded in 1992 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-303-444-****

. Explore BSW Wealth Partners, a Public Benefit Corporation's company overview page for more information.

What is BSW Wealth Partners, a Public Benefit Corporation's most common email format?

BSW Wealth Partners, a Public Benefit Corporation employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more BSW Wealth Partners, a Public Benefit Corporation email formats with LeadIQ.

How many employees does BSW Wealth Partners, a Public Benefit Corporation have currently?

BSW Wealth Partners, a Public Benefit Corporation has approximately 36 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are BSW Wealth Partners, a Public Benefit Corporation's key employees and leadership?

As of December 2025, BSW Wealth Partners, a Public Benefit Corporation's key employees include:

Chief Executive Officer: B. D.
Chief Operating Officer: M. S.
Chief Compliance Officer: N. M.
Private Wealth Advisor, Chief Executive Officer: G. P.
Director Of Investments: K. S. O.

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