2300 Broadway, Boulder, Colorado 80304
383 Inverness Parkway, Suite 405, Englewood, Colorado 80112
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.