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How to Build Portfolios That Actually Work
A practical guide to structuring wealth for real life
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What This Book Delivers
Most investors don’t need another “tip” or newsletter. They need a framework that keeps them grounded through every market cycle.
Inside, you’ll discover:
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How to align investments with your real goals, not just performance charts.
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Why account structure and tax strategy matter more than stock picks.
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Real-world case studies from investors with $500k to $5M portfolios.
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Practical strategies for real estate, 1031 exchanges, REITs, and DSTs.
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How to reduce risk without giving up growth.
Who It’s For
This book is written for serious investors who want more than the standard cookie-cutter approach.
It’s especially useful if you’re:
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Managing a portfolio above $500,000.
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A business owner planning for a future exit.
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A real estate investor weighing direct ownership vs. DSTs or REITs.
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A retiree looking for sustainable income that keeps up with inflation.
About the Author
Alexis Buchholz is the founder of BFG Wealth Management, an independent Registered Investment Advisor serving clients nationwide. He works with individuals, families, business owners, and real estate investors to design portfolios that actually work in real life, not just on paper.
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His approach goes beyond chasing returns. Alexis focuses on aligning investments with client goals, coordinating portfolios with tax and estate planning, and creating strategies that balance growth, income, and liquidity. With more than two decades of experience in markets, entrepreneurship, and advising, his mission is simple: help clients build wealth that supports the lives they want to live.
Real Case Snapshots
This isn’t theory. Every example in the book comes from real client outcomes:
Real Case: Preparing for a Business Sale
A client two years away from selling his company was holding 80% in long-term growth stocks. We restructured for liquidity and tax efficiency, saving him from costly mistakes.
Real Case: Concentrated in Tech
One client with $5 million in tech stocks had incredible gains but dangerous concentration. We trimmed risk, created liquidity, and built breathing room for the next downturn.
Why This Matters Now
Markets are more unpredictable than ever, and the retail investor plays a bigger role today than even five years ago. But the fundamentals of wealth building haven’t changed: discipline, structure, and a plan built around your life.