David Wolf

David Wolf, CEO of BSW Wealth Partners, a $2.5 billion multifamily office and wealth advisory firm, completed the merger of BSW with Sequoia Financial Group, a $35 billion independent RIA, on August 31, 2026. David will serve as senior strategic advisor to Sequoia, and BSW will serve as Sequoia’s flagship office in Colorado and the Mountain West.
Read the article in Barron’s.