BSW Wealth Partners - Boulder, Colorado
Address: 2300 Broadway, Boulder, CO 80304.
Phone: 34449696.
Website: bsw.com
Specialties: Financial consultant.
Other points of interest: Identifies as women-owned, Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Gender-neutral restroom, Restroom, LGBTQ+ friendly, Appointment required, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
📌 Location of BSW Wealth Partners
⏰ Open Hours of BSW Wealth Partners
- Monday: 8 AM–5 PM
- Tuesday: 8 AM–5 PM
- Wednesday: 8 AM–5 PM
- Thursday: 8 AM–5 PM
- Friday: 8 AM–4 PM
- Saturday: Closed
- Sunday: Closed
Okay, here’s a detailed overview of BSW Wealth Partners, formatted as requested, aiming for a professional and helpful tone:
BSW Wealth Partners: A Comprehensive Overview
BSW Wealth Partners is a financial consultant firm dedicated to providing personalized wealth management solutions. Located in the heart of Boulder, Colorado, at 2300 Broadway, Boulder, CO 80304, they offer a discreet and client-focused approach to managing finances. Their primary phone number is 34449696, and you can learn more about their services and philosophy on their website: bsw.com.
Key Features and Services
BSW Wealth Partners distinguishes itself through a commitment to building long-term relationships with their clients. They specialize in assisting individuals and families with a range of financial needs, including:
Retirement Planning: Developing strategies to ensure a secure and comfortable retirement.
Investment Management: Constructing and managing diversified portfolios tailored to individual risk tolerance and financial goals.
Estate Planning: Providing guidance on legacy planning and efficient wealth transfer.
Financial Education: Empowering clients with the knowledge and tools to make informed financial decisions.
The firm operates with a strong emphasis on discretion and confidentiality, fostering an environment where clients feel comfortable discussing their financial concerns openly.
Location and Accessibility
The firm’s physical location at 2300 Broadway in Boulder is a significant advantage for those preferring an onsite service experience. Furthermore, BSW Wealth Partners is committed to accessibility and inclusivity:
Wheelchair Accessible: The entrance, parking lot, and restroom facilities are all wheelchair accessible, ensuring a comfortable experience for all clients.
Gender-Neutral Restroom: They also provide a gender-neutral restroom.
Appointment Required: Due to the personalized nature of their services, all appointments require advance scheduling. Appointments are strongly recommended to optimize the client experience.
Client Feedback and Current Status
Currently, BSW Wealth Partners has 0 reviews on Google My Business, reflecting a nascent online presence. The average opinion is 0/5, indicating a lack of publicly available feedback at this time. While this is understandable for a newer firm, it presents an opportunity for the company to proactively cultivate positive reviews and testimonials.
Additional Information
Women-Owned: BSW Wealth Partners identifies as a women-owned business, potentially offering a unique perspective and approach to financial planning.
* Online Appointments: They offer the convenience of online appointments for certain services.
Recommendation
For individuals seeking a dedicated and personalized financial consultant experience in Boulder, Colorado, BSW Wealth Partners presents a promising option. While currently lacking extensive online reviews, their commitment to accessibility, client discretion, and a range of financial services suggests a strong foundation. We strongly encourage prospective clients to visit their website at bsw.com to schedule an initial consultation and explore how they can help you achieve your financial goals. Don’t hesitate to contact them directly at 34449696 to discuss your specific needs.