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Comprehensive Wealth Management.
Investment Management, Retirement Planning, and Tax Optimization.
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Services
Active Portfolio Management
BFG Wealth Management is focused on active portfolio management. We research, build, and manage portfolios using individual securities, with ongoing oversight and adjustments as market conditions and opportunities evolve.
Investment decisions are driven by fundamental analysis, risk management, and long-term objectives, with direct accountability at the portfolio level.
Integrated Coordination
While our primary role is managing investments, we coordinate closely with our clients’ CPAs, estate attorneys, and other professionals to ensure portfolio decisions align with broader tax and estate considerations.
We do not provide legal or tax advice, but we work collaboratively to help ensure investment strategies fit cleanly within each client’s overall financial framework.
Our goal:
To actively manage capital with discipline, clarity, and purpose.
At BFG Wealth Management, we go beyond conventional portfolio management.
We actively manage your portfolio to capture more upside and protect against downside. Instead of letting your money drift in a passive index, we position across stable income sources, high-growth stocks, real estate, and emerging technologies to target better returns and stronger resilience in any market.
Who We Serve
We deliver personalized financial strategies for clients who want sharper results, less guesswork, and a plan built around their specific goals.
Pre-Retirees & Retirees
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Approaching retirement or already there? We help you lock in income, time Social Security right, manage healthcare costs, and build an investment plan that keeps you confident for the decades ahead.
Portfolios: $500k+
Families & Generational Wealth
We help families protect, grow, and transfer wealth across generations. From trusts to gifting strategies, we create plans that match your values and legacy goals.
Portfolios: $5m+
Affluent Individuals
For high-net-worth investors who want more than “set it and forget it.” We actively manage your portfolio, minimize taxes, and focus on building wealth that lasts.
Portfolios: $750k+
Institutions
We provide disciplined, data-driven investment management for banks, non-profits, endowments, pension plans, and corporate accounts, all tailored to your mandate.
Portfolios: $5m+
Business Owners & Entrepreneurs
From scaling to selling, we help you turn business success into lasting personal wealth. Our team handles post-sale planning, tax efficiency, and estate strategy so you can focus on what’s next.
Portfolios: $1m+
A practical guide to structuring wealth for real life
Stop guessing with your investments. Discover a proven framework designed to help you grow, protect, and actually enjoy your wealth through every market cycle.
Inside, you’ll uncover:
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How to match your investments to your real goals, not just performance charts.
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Why tax strategy and account structure can make or break your results.
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Real stories from $500k–$5M portfolios you can learn from.
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Practical playbooks for real estate, 1031 exchanges, REITs, and DSTs.
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How to cut risk while still capturing growth.
Maximize Your Investment Potential
Put your wealth to work with a portfolio built for your goals and a plan that covers every part of your financial life.
We work one-on-one with you to create a strategy that protects your assets, grows your portfolio, and keeps you on track for long-term success.
Your financial future is too important to leave to chance. Take control now and get the most from your investments.
Schedule your consultation today and see how we can help you reach your goals.
