Sequoia Financial Group has acquired BSW Wealth Partners, a prominent registered investment adviser in Colorado that manages an impressive portfolio of approximately $2.3 billion in client assets. Established in 1992, BSW has built a strong reputation with its dual offices situated in Boulder and Denver. The firm specializes in offering comprehensive financial planning and tailored wealth management services to individuals and families across the United States.
As part of this acquisition, BSW will operate under the recognized Sequoia Financial brand, allowing it to significantly enhance its service offerings. This strategic combination will provide BSW clients with expanded access to Sequoia’s extensive wealth management capabilities. Notably, these include integrated tax planning, estate planning, and specialized services for families with special needs. Additionally, clients will benefit from Sequoia’s Sentinel family office services and a more diversified investment platform tailored to meet a wide range of financial goals.
This acquisition follows Sequoia’s strategic move in August, when it acquired All Star Financial, a firm that oversees approximately $1.3 billion in assets under management and advisement. With the integration of BSW Wealth Partners, Sequoia Financial Group now expands its reach, serving around 11,000 client households across 43 offices in various locations. As of June 30, 2026, Sequoia reported a remarkable $34.9 billion in assets under management, reinforcing its position as a leader in the wealth management sector.
Support: Warner Norcross + Judd served as BSW’s legal advisor, while Hue Partners provided consulting and strategic guidance.
KEY QUOTES:
“We highly value the bonds BSW has built with clients over the decades and the culture of its talented team.”
Tom Haught, Chairman and CEO of Sequoia Financial
“United, we can better serve families for generations, create exciting career opportunities for our team, and broaden our impact in Boulder, Denver, and throughout the Mountain West.”
David Wolf, CEO of BSW Wealth Partners
