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OUR FIRM
We pride ourselves on our unwavering commitment to delivering exceptional financial solutions. With our personalized and comprehensive suite of services and financial solutions, designed to address the diverse and evolving needs of our clients, we are committed to treating each account as if it were our own.
Our service model includes designing customized investment portfolios based on in-depth market research utilizing a blend of fundamental and technical analysis, and advanced portfolio management techniques. Our clients benefit from holistic financial planning services, including tax optimization, cash flow management, and estate planning.
BFG Wealth Management leverages cutting-edge technology and data analytics to offer real-time portfolio monitoring and reporting, ensuring transparency and proactive management.
Additionally, our clients receive access to exclusive investment opportunities and insights through regular updates, seminars, and one-on-one consultations.
Alexis Buchholz
Managing Partner
Alexis Buchholz is the founder of BFG Wealth Management, a boutique advisory firm serving high-net-worth individuals who want sharp strategy, no fluff, and real results. He’s known for being direct, analytical, and intensely focused on what moves the needle — whether that’s managing concentrated equity positions, optimizing tax outcomes, or uncovering value in overlooked assets.
With a hands-on approach to portfolio management, Alexis blends fundamental research with technical insights to help clients stay ahead of the curve. He doesn’t just follow the market — he studies its behavior, tracks institutional flows, and makes calculated decisions rooted in data, not hype.
Outside of client work, Alexis stays close to global market trends, and keeps a close eye on emerging sectors like hydrogen energy and international real estate. He brings the same mindset to every relationship that he brings to every investment: think strategically, stay sharp, and always plan three steps ahead.
Goldman Sachs Group Inc. is a brokerage, custody and clearing service to Registered Investment Advisors with the proven leadership experience, capital position, and technology expertise necessary to serve our clients.
Our integrated financial planning software that allows our wealth management clients to link and view everything in one place is powered by eMoney.
Advice Pay is our billing software that allows our clients to easily make payments via direct billing with credit card or bank accounts for their fees.
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