Valeas Capital, Kudu-backed Sequoia Financial acquires BSW Wealth Partners
- BSW will operate under the Sequoia Financial brand following the deal
- Acquisition deepens Sequoia’s presence in the Boulder and Denver markets
- Deal follows Sequoia’s purchase of Twin Cities-based All Star Financial in August
Valeas Capital Partners– and Kudu Investment Management-backed Sequoia Financial Group has acquired BSW Wealth Partners, a Colorado-based independent wealth management firm, for undisclosed terms. BSW managed approximately $2.3 billion in client assets as of June 30, 2026.
Founded in 1992, BSW serves a national client base from offices in Boulder and Denver, providing financial planning and customized wealth management to individuals and families. The firm will operate under the Sequoia Financial brand, giving BSW clients access to Sequoia’s broader advisory bench, tax and estate planning specialists, family office services and investment platform.
“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.
The acquisition follows Sequoia’s purchase of All Star Financial, a Twin Cities-based wealth manager with $1.3 billion in client assets, in August. Sequoia now supports approximately 11,000 client households from 43 offices across all 50 states and the District of Columbia.
Warner Norcross + Judd served as legal adviser to BSW, with Hue Partners providing consulting and strategic guidance. Terms of the transaction were not disclosed.
Editor’s note: This news brief was produced with the assistance of artificial intelligence.
