:: Our Approach :: Client Service

Client Service

A Team Approach Delivers More

BSW Wealth Partners uses a team approach to service the ongoing wealth and investment objectives of clients. The team - as a whole - is responsible for ensuring that each client receives the standard of advice, care and attention they expect from us.

Each client's service team is comprised of at least four individuals:

• an advisor who guides the process and leads strategic discussions;
• a client service manager who handles the movement of client money;
• a portfolio manager who allocates investments and places trades; and
• a planning associate who is an advisor in training.

Our team approach creates a service culture that promotes accessibility and encourages continuous dialogue among our staff, resulting in a fuller and deeper understanding of our clients' needs, and contributing ultimately to higher standards of service.

As appropriate, we meet and collaborate with other client advisors - including accountants and attorneys - to ensure that all financial and investment arrangements are optimized for the client's benefit. On occasion, a client may ask us to work with their other advisors on a more supervisory basis, essentially acting as their "advisor of advisors" and overseeing all of their advisor activity.