Timothy Wojtalik (CRD# 5148474)
Tim is an Advisor and managing principal of BSW Wealth Partners. As an Advisor, Tim focuses on people. He thrives on the uniqueness each offers, and works hard to create a clear path for them to identify and achieve their personal and financial goals. It’s within this framework that he finds satisfaction by being both a partner and resource through the journey.
Tim earned his undergraduate degree from the University of Michigan, Ann Arbor, where he studied Organizational Psychology and English – a combination that often revealed why people do what they do! He has an MBA from the University of Denver and holds the CERTIFIED FINANCIAL PLANNER™ professional designation.
Outside the office, Tim’s family, his wife Laura and two children Zack and Audrey, and their English Lab, Routt, are his priorities. Together, they race triathlons, play in the mountains, and travel. One of his favorite outside of work activities is to “cruise” the world with his family, an opportunity to experience the world economy in person!
Education, accreditation, leadership and service:
- BA, University of Michigan, Ann Arbor
- MBA, University of Denver
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Board Member – I Have a Dream Foundation of Boulder County
- Volunteer – Louisville Pirates Football – Defensive Coordinator
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bsw Wealth Partners | Boulder, CO | Jan 2016 - Current | 8 |
| R3 Returns, LLC | Boulder, CO | Jan 2016 - Mar 2023 | 7 |
| Bsw Wealth Partners | Boulder, CO | Jan 2010 - Jan 2016 | 6 |
- CO
- TX
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Total Assets Under Management1,837MILLIONS
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Total Number of Accounts3,752ACCOUNTS
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Average Account Value$489,717
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CA, CO, DC, FL, HI, IA, MA, NC, NM, NY, OR, SD, TX, UT, VA
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