What departments does BSW Wealth Partners have?

BSW Wealth Partners has employees across 5 departments including Operations, Real Estate, Finance, Engineering, Administrative.

What is the largest department at BSW Wealth Partners?

The largest department at BSW Wealth Partners is Finance with 5 employees.

Where are BSW Wealth Partners employees located globally?

BSW Wealth Partners has employees across 2 continents and 2 countries including Switzerland, United States Of America.

How has BSW Wealth Partners's team size changed over time?

BSW Wealth Partners's team has decreased from approximately 13 to 12 employees based on available data.

BSW Wealth Partners 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 employees' phone numbers or email addresses

BSW Wealth Partners Global Highlights

North America
51

United States Of America
51

Europe
1

Switzerland
1

BSW Wealth Partners's Leadership

D. W.
Chief Executive Officer
Mobile Phone
Email
B. D.
Chief Executive Officer
Mobile Phone
Email
M. S.
Chief Operating Officer
Mobile Phone
Email
N. M.
Chief Compliance Officer
Mobile Phone
Email
J. M.
Partner And Senior Advisor
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

BSW Wealth Partners Employee Metrics

100%

50%

0%

2026

2025

Banking
Operations
Accounting
Administrative
Analytics
Other

Contact profiles from BSW Wealth Partners

Name

Title

Contact Info

Location

Last Update

T. C.
Managing Director
Mobile Phone
Email
United StatesColorado
Apr 09, 2026
D. P.
Portfolio Manager & Director Of Equities
Mobile Phone
Email
United StatesColorado
Apr 15, 2026
K. B.
Director Of Financial Planning
Mobile Phone
Email
United StatesColorado
Mar 18, 2026
D. M.
Assistant Executive Director Residential Services Director
Mobile Phone
Email
Oct 21, 2024
S. B.
Fiscal Director
Mobile Phone
Email
Oct 22, 2024
J. U. H.
Client Service Manager
Mobile Phone
Email
United StatesColorado
Apr 17, 2026
A. M.
Client Service Manager
Mobile Phone
Email
United StatesHawaii
Apr 15, 2026
O. O.
Portfolio Manager
Mobile Phone
Email
Oct 18, 2024
R. R.
Principal, Senior Advisor
Mobile Phone
Email
United StatesColorado
Apr 13, 2026
T. W.
Shareholder And Senior Advisor
Mobile Phone
Email
United StatesColorado
Apr 06, 2026

Frequently Asked Questions

What is BSW Wealth Partners known for?

BSW Wealth Partners was founded in 1992 operates in the Investment Management industry. The company's main headquarters is located in 2336 Pearl Street Boulder, Colorado 80302 United States; you can contact the main corporate office by phone at

+1-303-444-****

. Explore BSW Wealth Partners's company overview page for more information.

What is BSW Wealth Partners's most common email format?

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

How many employees does BSW Wealth Partners have currently?

BSW Wealth Partners has approximately 36 employees as of May 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are BSW Wealth Partners's key employees and leadership?

As of May 2026, BSW Wealth Partners's key employees include:

Chief Executive Officer: D. W.
Chief Executive Officer: B. D.
Chief Operating Officer: M. S.
Chief Compliance Officer: N. M.
Partner And Senior Advisor: J. M.

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