BSW Wealth Partners Employee Directory
BSW Wealth Partners corporate office is located in 2336 Pearl St Ste 100, Boulder, Colorado, 80302, United States and has 11-50 employees.
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Employees by Department
Departments
Number of employees
Finance
5
Operations
3
Sales
1
C-Suite
1
Key Employees of BSW Wealth Partners
- TC
BSW Wealth Partners Global Presence
| Location | People at location |
| North America | 11-50 |
| Europe | 1-10 |
Index of contact profiles from BSW Wealth Partners
- Advisor
- United States , Colorado , Boulder
- Senior Advisor & Managing Principal
- United States , Colorado , Boulder
- Managing Principal
- United States , Colorado , Boulder
- Managing Director
- United States , Colorado , Boulder
- Office ManagerClient Concierge
- United States , Colorado , Boulder
- Financial Advisor
- United States , Colorado , Boulder
- Client Service Manager
- United States , Colorado , Boulder
- CFP Advisor
- United States , Colorado , Boulder
- Client Service Manager
- United States , Colorado , Boulder
- Business Development Manager
- United States , Colorado , Boulder
- Consultant
- United States , Colorado , Boulder
Former Employees at BSW Wealth Partners
Explore people who held key positions, contributed to BSW Wealth Partners's success, and advanced their careers.
Associate Director, Cl... at Sequoia Financial Grou...
Worked as Client Service Manager
at BSW Wealth Partners
Nutritional Counselor at Northwest Life Medicin...
Worked as Client Service Manager
at BSW Wealth Partners (2014-2017)
Senior Portfolio Strat... at Key Bank
Worked as Senior Investment Advisor & Director, Public I...
at BSW Wealth Partners (2015-2023)
Private Client Service... at Lido Advisors
Worked as Independent Contractor
at BSW Wealth Partners (2019-2019)
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People from Similar Companies in the Finance Industry Located in Colorado, United States
Frequently Asked Questions Regarding BSW Wealth Partners Employees
BSW Wealth Partners is a certified B Corporation and independent wealth management and investment advisory firm based in Boulder and Denver, specializing in personalized advisory services for individuals, families, and foundations. The firm caters to a diverse clientele, including entrepreneurs, authors, surgeons, attorneys, and philanthropists, wh... Read More
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