Boulder Office
2300 Broadway, Boulder, Colorado 80304

Denver Office
383 Inverness Parkway, Suite 405, Englewood, Colorado 80112

+1 303-444-9696

BSW is honored to work side by side with individuals and families who want to live richly, impact deeply, and experience more. Their zest for life and determination to create extraordinary experiences inspire our work every day.

BSW goes to great lengths to design portfolios that are built to last. This means they are designed with the overarching goal of weathering the inevitable storm ahead.  BSW believes that being invested over the long term is a key determinant to successfully achieving your goals; that is why we believe it is so important to fully understand your risk profile as a cornerstone of your portfolio.

Moving beyond the traditional investment building blocks of stocks and bonds, BSW’s Investment Group curates private investments in Direct Real Estate, Private Equity, and Alternatives. Taking what was once an inaccessible, expensive and opaque side of the investment landscape, BSW attempts to find scalable and cost-effective ingredients as part of a well-diversified portfolio.


I am the Chief Executive Officer of BSW Wealth Partners , a multi-family office and wealth advisory firm serving a national and international clientele from offices in Boulder and Denver. Prior to BSW, I worked with a leading Colorado venture capital firm and founded a technology company.

A licensed member of the Colorado Bar, I 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, I was elected to Phi Beta Kappa and was a visiting student at St. Catherine’s College, Oxford University. In the for-profit domain, I serve on the advisory boards of several venture capital funds. 

Away from BSW, I pursue my passions for rock climbing, ice climbing and backcountry skiing; and I am a professional mountain guide for the Colorado Mountain School.   I have climbed all 54 of Colorado’s 14,000-foot peaks and my mountain endeavors have taken me to Australia, Bolivia, Cayman Brac, Ecuador, Egypt, England, France, Italy, Mexico, Norway, Japan, Spain, Thailand, and (hopefully!) many more beautiful places to come.

+1 303.444.9696

BSW Wealth Partners, Inc., a Public Benefit Corporation (“BSW”) is an investment adviser registered with the United States Securities and Exchange Commission. Registration does not imply a certain level of skill, or training.  

BSW’s Make Life Better or Authentically IndependentTM taglines, and its status as a Certified B Corporation®, are not guarantees of client satisfaction or any particular investment or financial outcome. Experience, expertise, and personalized services should not be construed as a guarantee of a particular outcome. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.  

Statements regarding the clients served by the firm are not indicative of any client experience or level of satisfaction in working with BSW.  Client backgrounds and experiences can and will vary. Common client traits should not be used as the sole basis for evaluating whether to hire or retain an investment adviser.  Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon the client’s individual investment, financial, and tax circumstances. The effectiveness and potential success of a financial plan depends on a variety of factors, including but not limited to the manner and timing of implementation, coordination with the client and the client’s other engaged professionals, and market conditions. 

Neither professional designations, credentials, nor the experience or expertise of a particular adviser should be construed as a guarantee of a particular outcome. 

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