Distance Only Boulder, CO
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Yiwen Chen (CRD# 6592078)
As Portfolio Manager and Reporting Specialist, Yiwen provides analytical and quantitative support to the BSW Investment Group. He also manages BSW’s quarterly and annual financial client reporting process. Prior to joining the firm, Yiwen was a freelance web designer, an amateur DJ, and a student at the University of Colorado at Boulder. He graduated in 2011 with a BS in Business Administration with an emphasis in Finance.
Outside of the office, Yiwen enjoys basketball, football, snowboarding, and golfing. A self-professed techie, he also enjoys building, upgrading,...
Matthew Kelley (CRD# 4504752) is an Investment Advisor Representative working at Gold Medal Waters, Inc. in Boulder, CO and has over 15 years of experience in the finance industry. Matthew Kelley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Julie Martinez (CRD# 5605585)
As an Advisor, Julie is an innovator in removing the obstacles people face when planning for the future. For over 15 years, she has assisted clients with transitions such as retirement/work-life reinvention, business transition, death of a loved one, financial windfall and inheritance. Julie has experience in cash-flow analysis, business owner planning strategies, next generation education, legacy and estate planning, and incorporating real estate, businesses and mineral interest holdings into a financial plan.
Julie began her career while still in grade school,...
David is a Certified Financial Planner professional and a Registered Financial Consultant. His goal is to help families, individuals and companies achieve their own financial success.
Caledonia Wealth Management, Ltd. specializes in investment opportunities related to Sustainable Investing and Socially Responsible Investing and bringing these solutions to the general public. A key foundation of our business is educating our clients on how their values can be incorporated into smart financial planning and investment management, building wealth without sacrificing performance.
Raliegh Riddoch (CRD# 3066175)
Raliegh is a managing principal of BSW Wealth Partners and an Advisor. It’s Raliegh’s role to help clients find appropriate solutions for many of the complex financial situations they encounter. Over the years, he has learned that he adds the most value by helping clients find the balance between the quantitative and qualitative pieces that make up their lives. Since 1998, Raliegh has spent time advising clients on a wide range of financial matters while working for firms such as: TD Waterhouse, Charles Schwab, and Dain Rauscher. The combination of his investment...
Benjamin Weaver (CRD# 2900111)
Ben is an Advisor and managing principal of BSW Wealth Partners. In this role, he helps our clients solve problems and grow money by developing objective “big picture” strategies, communicating them clearly, and ensuring that they are implemented and monitored appropriately. He spent several years in the portfolio management world, but now focuses time primarily in the development and coordination of advantageous retirement, tax, investment, and estate planning strategies. Along these lines, he spends most of his time understanding client goals, and then coordinating...
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...