Bsw Wealth Partners

Bsw Wealth Partners (CRD# 107485) is a financial advisory firm headquartered in Boulder, CO. They manage $781,000,000 in 2,040 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    781
    MILLION
  • Total Number of Accounts
    2,040
    ACCOUNTS
  • Average Account Value
    $382,843
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, NJ, TX

Financial Advisors at Bsw Wealth Partners
Showing 1 - 10 of 15 top financial advisors.
1
Elias P. Bachmann
CRD#: 4969156
2336 Pearl Street, Boulder, CO 80302
103
Wealthminder
score

Elias Bachmann (CRD# 4969156)

Elias joined the firm in late 2009 as an Investment Advisor. Prior to joining the firm he helped manage a discretionary equity and fixed income portfolio for the clients of a wealth management team at Wells Fargo Advisors. At BSW Wealth Partners he oversees the firm’s direct real estate investing activities, manages client portfolios, and is a member of the firm’s investment committee.

 

Elias completed both his Bachelors and MBA degrees at the University of Colorado in Boulder. While completing his MBA, he and his team won the Business Plan Competition at the Leeds School of Business and subsequently went on to compete nationally. He also holds the designation of Chartered Financial Analyst.

 

It seems like another lifetime but he has fond memories of running mountain biking camps for Boulder-based Dirt Camp. He enjoys the outdoors and traveling – taking great pleasure in back country skiing and mountain biking. Travel, when it isn’t to visit his various family members around the globe, probably involves warm water and waves with his wife Trish.

Education, accreditation, leadership and service:

  • BA, University of Colorado Boulder
  • MBA, University of Colorado Leeds School of Business Boulder
  • Chartered Financial Analyst® (CFA®)
  • Advisory Board Burridge Center for Finance, Leeds School of Business, University of Colorado Boulder
  • Program Chair, CFA® Society of Colorado
2
Yiwen Chen
CRD#: 6592078
2336 Pearl Street, Boulder, CO 80302
103
Wealthminder
score

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, integrating, and fixing computers and other systems. Had he not studied business in college, he would have explored astrophysics and other galactic objects, his childhood fascination.

Education, accreditation, leadership and service:

  • BS, University of Colorado Boulder
  • 2015 Level III Candidate in the Certified Financial Analyst (CFA®) Program
3
Raliegh D. Riddoch
CRD#: 3066175
2336 Pearl Street, Boulder, CO 80302
103
Wealthminder
score

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 experience and passion for offering objective financial advice brought him to Baydush Simon Weaver in 2005. He is a CERTIFIED FINANCIAL PLANNER™ professional as well as a Certified Divorce Financial Analyst®. He is also a member of the Financial Planning Association and The Institute for Divorce Financial Analysts (IDFA™).

In 1997, he earned a Bachelor of Science degree in Finance from the Monfort Business School, at the University of Northern Colorado.

Although spending time with his wife Kristi and daughters Gwendolynn and Adliegh is his favorite pastime, he also enjoys athletics and playing in Colorado’s great outdoors.

Education, accreditation, leadership and service:

  • BS, Monfort Business School, University of Northern Colorado
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Divorce Financial Analyst® (CDFA™)
  • Member of the core leadership group for families at Cherry Hills Community Church
  • Member of the Rotary Club of Castle Pines
4
Benjamin R. Weaver
CRD#: 2900111
2336 Pearl Street, Boulder, CO 80302
103
Wealthminder
score

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 efforts within BSW, as well as with other trusted professionals, to liberate clients and achieve their goals.

 

Prior to joining BSW in 1997, Ben worked on the equity trading desk at Schwab Institutional. He is a CERTIFIED FINANCIAL PLANNER™ professional and earned a BA in Economics from the University of Richmond.

 

Before settling into his financial career, Ben was a fly fishing guide and powderhound in Steamboat Springs for five years. Outside of the office, his passions remain telemark skiing, fly fishing, and now, above all, family: wife Lucy and daughters Carson and Jesse.

Education, accreditation, leadership and service:

  • BA, University of Richmond
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
5
Timothy R. Wojtalik
CRD#: 5148474
2336 Pearl Street, Boulder, CO 80302
103
Wealthminder
score

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
6
Eric A. Davis
CRD#: 6065115
2336 Pearl Street, Boulder, CO 80302
100
Wealthminder
score

Eric Davis (CRD# 6065115) 

Eric is an Advisor at BSW Wealth Partners where he supports both the advisory team and the investment group through diligent analysis and dedicated service to clients.

 

Prior to joining BSW, he worked as a financial analyst with investment firm, Janus Capital Group and also spent time as an investment banking analyst with Petrie Partners, an oil and gas focused investment bank. Eric then spent a year in southern Spain fulfilling his entrepreneurial itch by starting a craft-beer brewery. 

 

Eric competed for the University of Colorado NCAA ski team and spends most of his time outside the office skiing. Although he thoroughly enjoys speeding downhill on the slopes, his current fascination is finding powder in the backcountry. He also enjoys climbing, mountain biking, traveling and spending time with family.

 

Education, accreditation, leadership and service:

  • BS, with Distinction, University of Colorado – Boulder – Leeds School of Business
  • 2011 NCAA National Champion – Skiing
7
Drew S. Simon
CRD#: 4357035
2336 Pearl Street, Boulder, CO 80302
100
Wealthminder
score

Drew Simon (CRD# 4357035) 

As a managing principal of the firm, Drew is responsible for promoting the health and development of BSW Wealth Partners. His primary focus, however, is maintaining the financial well-being of BSW’s clients and advising many of BSW’s longest-standing families.

With over 30 years of experience in investments, finance and law, Drew has acted as an advisor to wealthy families, professionals, entrepreneurs, corporate executives, family foundations and charities. Prior to relocating to Colorado, Drew practiced law in Washington, D.C. – specializing in taxation, corporate business and commercial transactions. He holds a BS from The Wharton School of Business, University of Pennsylvania, and a JD from Catholic University School of Law.

Drew believes that balance is an essential ingredient to making life better. Outside BSW, his interests include various fitness activities with his wife Terri, enjoying his three (almost adult) children, international travel, yoga, hiking, and scuba diving.

Education, accreditation, leadership and service:

  • BS, Wharton School, University of Pennsylvania
  • JD, Columbus School of Law, Catholic University of America
8
David C. Wolf
CRD#: 5283794
2336 Pearl Street, Boulder, CO 80302
100
Wealthminder
score

David Wolf (CRD# 5283794) David Wolf is managing principal of BSW Wealth Partners and Chief Investment Officer. David leads BSW’s investment group, sets firm economic and investment policy, and is the primary architect of BSW’s IMPACT investing platform. He is also the founder and Chief Investment Officer of R3 Returns, an impact-focused bond strategy with $75 million of investor capital.  David is an ongoing student of economic and investment history, with focused interest in behavioral finance and entrepreneurship.  A strong advocate for impact investing, David has been a featured speaker at the Conscious Capitalism Conference, SRI in the Rockies, and the Rockies Venture Club; and a contributor to theGreen Money Journal and other publications. Prior to BSW, David worked with a leading Colorado venture capital firm and founded a technology company.

 

A licensed member of the Colorado Bar, David graduated from the JD/MBA dual-degree program at the University of Colorado at Boulder and received a BA from DePauw University. While at DePauw, he was elected to Phi Beta Kappa and was a visiting student at St. Catherine’s College, Oxford University. He is a member of the advisory board of the University of Colorado at Boulder’s Leeds School of Business, the advisory board of Greenmont Capital Partners, and a founding investor and lifetime member of Impact Hub Boulder.

 

David is a dedicated supporter of the University of Colorado and its Leeds School of Business, where he is a frequent guest speaker, a mentor to students, and has funded a scholarship since 2001 for outstanding students, including the Wolf Experiential Learning Endowment. He is a recipient of the Leeds Young Alumni Service Award and Boulder’s Forty Under 40 Award for business and civic leadership.

 

Away from BSW, David pursues his passions for rock climbing, ice climbing and backcountry skiing; and is a professional mountain guide for the Colorado Mountain School.  

9
Tina L. Ottersberg
CRD#: 5969462
2336 Pearl Street, Boulder, CO 80302
97
Wealthminder
score

Tina Ottersberg (CRD# 5969462) is an Investment Advisor Representative working at Bsw Wealth Partners in Boulder, CO and has 1 year of experience in the finance industry. Tina Ottersberg 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 put clients' interests first and comply with the Financial Planning Practice Standards.

10
Debi C. Baydush
CRD#: 1122457
2336 Pearl Street, Boulder, CO 80302
93
Wealthminder
score

Debi Baydush (CRD# 1122457) is an Investment Advisor Representative working at Bsw Wealth Partners in Boulder, CO and has over 9 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.