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Independent Wealth Advisor

Choosing a wealth advisor is one of the most important and challenging financial decisions you will make in your life. Its importance is obvious-you are entrusting your financial wellbeing to the individual or firm you choose as your advisor-but it can also be challenging, because there are many advisors to choose from and they often seem indistinguishable from each other.

The fact is, however, that not all wealth advisors are the same. BSW Wealth Partners is an independent wealth advisor and provides financial and investment advice on a fee-only basis to private investors. The firm is run on this basis because, in our opinion, it is the best way for an investment advisory business to be run-with our clients' interests front and center at all times.

• Independent: BSW Wealth Partners is not owned by or affiliated with any other financial institution. Owned and managed by our four principals - Debi Baydush, Drew Simon, Ben Weaver and David Wolf - it is our personal commitment to do what is right for clients, at all times, which drives the firm's financial and investment recommendations.
• Fee-only Advice: We are compensated for our advice on a fee-only basis. Unlike a broker, we charge no commission for any financial or investment solutions we recommend to clients. Our advisory fee is normally either a small percentage of the value of the assets we manage for a client or a negotiated flat rate and the fee is the same regardless of the personal plan we recommend to the client. This ensures that clients get unbiased advice that is always in their best interests.