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Client Login

Click the "sign in" button below to be redirected to the following portals.

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Charles Schwab

Sign in to get access to your investment accounts we manage through our custodian, Charles Schwab.

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Goldman Sachs

Sign in to get access your investment accounts we manage through our custodian, Folio Institutional / Goldman Sachs.

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Wealth Management Portal

Sign in to our Wealth Management Client Portal to view all our accounts in one place, manage your spending, access your financial goals, and important reminders.

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Financial Planning Billing

Sign in to AdvicePay to make any payment changes to your financial planning billing at your convenience. 

If you are having trouble accessing your account, please contact us info@bfgwm.com

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites, nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

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