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Higher Expectations

BSW Wealth Partners' clients are individuals and families who have been referred by other clients or their professional advisors, and whose primary goals are to protect and grow their wealth over the long term. Our expertise lies in dealing with the complex issues associated with wealth, so our added value is greatest for clients with larger resources. Our suggested minimum portfolio size is, therefore, $1 million.

As in any relationship, the fit between us and our clients is a significant ingredient in the success of our partnership. We are best suited to working with clients who do not wish to be involved in the day-to-day management of their portfolio or other wealth issues and who prefer to share these responsibilities with a trusted partner. Usually, the process of a client delegating decisions to us evolves over time. Once a client has become familiar with our team and investment philosophy, and we have demonstrated a clear and comprehensive understanding of their needs, fears and risk tolerance, most clients are happy to delegate the day-to-day decision making to us.