Sequoia Financial Group LLC, an SEC-registered wealth manager, recently announced its acquisition of BSW Wealth Partners, a Colorado-based independent wealth management firm. As of June 30, 2026, BSW managed approximately $2.3 billion in client assets. Terms of the transaction were not disclosed.
Founded in 1992, BSW provides financial planning and customized wealth management services to individuals and families nationwide from offices in Boulder and Denver. BSW will operate under the Sequoia Financial brand, providing its clients access to expanded planning, family office and investment resources.
“We highly value the bonds BSW has built with clients over the decades and the culture of its talented team,” said Tom Haught, chairman and CEO of Sequoia Financial. He added that the acquisition further expands Sequoia Financial’s presence in Colorado.
“United, we can better serve families for generations,” said David Wolf, CEO of BSW. He noted that the combination will also create new opportunities for BSW’s team and expand the firms’ impact throughout the Mountain West.
Sequoia Financial manages $34.9 billion in assets and supports approximately 11,000 client households through 43 offices nationwide.
Warner Norcross + Judd LLP served as BSW’s legal adviser in the transaction. Hue Partners provided consulting and strategic guidance.
Regarding Warner’s counsel, BSW CEO David Wolf shared: “Warner’s RIA industry expertise and experience were critical to the success of our transaction. Linda Paullin-Hebden, John Muhs and the WNJ team were exceptional colleagues, and we are deeply grateful for their keen business sense, advice and counsel throughout the process. From terms to structure, efficiency and the all-important ‘get it’ factor, WNJ was the ideal partner and enabled us to remain focused on what we do best: serving our clients.”
The Warner transaction team included Linda Paullin-Hebden, John Muhs, Lauren Maliszewski, Sean Cook, Andrew Reside, DeAndre’ Harris and Jennifer Dudley.
Warner’s Mergers and Acquisitions (M&A) Practice Group
Warner’s M&A group draws upon more than 85 years of experience to successfully and efficiently handle a wide range of M&A transactions for both private and publicly traded businesses, including mergers, acquisitions, divestitures, joint ventures and strategic business combinations of all types.
Warner’s Funds and Investments Industry Group
Focused on the unique legal and compliance needs of investment advisers and broker-dealers, Warner regularly counsels investment advisers on regulatory and transactional matters. The firm’s industry knowledge enables its attorneys to guide clients through every stage of an acquisition or divestiture, as well as the regulatory issues that arise before, during and after a transaction.
