Comprehensive Wealth Management.

Investment Management, Retirement Planning, and Tax Optimization.

Fiduciary

As a fully independent Registered Investment Advisor (RIA), we are a fiduciary—meaning your best interests always come first.

Active

We don’t believe in a "set it and forget it" approach. Our portfolios are actively managed to capture opportunities, reduce risk, and adapt to changing markets.

Fee Only

We charge management fees, not commissions, eliminating conflicts of interest and ensuring advice that truly benefits you.

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Is Your Portfolio Working Hard Enough?

A 10-Point Investment Checklist for Affluent Investors

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If your portfolio has grown beyond $500,000, it’s no longer just about investing — it’s about optimizing. Use this checklist to assess whether your portfolio is working as hard as you are.

Smart Moves & Fresh Reads

Stay Ahead with Expert Financial Perspectives

Trump’s “One Big Beautiful Bill”: A Historic Catalyst for U.S. Markets?

The One Big Beautiful Bill Act is shaping up to be one of the most consequential pieces of pro-growth legislation in decades. Now under active Senate review and expected to pass by July 4, 2025, the bill delivers sweeping tax reform, infrastructure spending, and targeted incentives that position American industries, and U.S. markets, for accelerated expansion.

Investments

Jun 54 min read

Financial Tips for June: Mid-Year Check-In & Smart Adjustments

As we reach the halfway mark of the year, June is the perfect time to hit “pause” and reflect on your financial journey. A mid-year check-in allows you to evaluate progress, make necessary adjustments, and ensure you're still on track to meet your 2025 financial goals. Whether you're saving for retirement, a home, or just trying to manage your budget better, these three actions can help realign your financial strategy.

Investments

Jun 22 min read

Stress Test Your Retirement Plan: Inflation, Longevity & Market Shocks

Retirement isn’t just about having “enough”, it’s about making sure your money can handle what’s next. Market drops, inflation spikes, and longer lifespans can all strain even well-built plans. That’s why stress testing matters.

Retirement

May 272 min read

At BFG Wealth Management, we go beyond conventional portfolio management.

Our proactive, data-driven strategies are designed to optimize returns while managing risk—ensuring your investments remain resilient through changing markets. Unlike passive index strategies, we tailor your portfolio to maximize opportunities across key sectors, including stable income generation, high-growth equities, real estate, and emerging technologies.

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Who We Serve

We provide personalized financial strategies tailored to a wide range of clients.

Pre-Retirees & Retirees

As you approach retirement—or are already enjoying it—we help you navigate income planning, social security timing, healthcare costs, and long-term investment strategies to support the next phase of life with clarity and confidence.

Portfolios: $500k+

Families & Generational Wealth

We assist families in preserving, protecting, and growing wealth across generations. Our team works closely with you to develop customized estate plans, trusts, and gifting strategies that align with your legacy goals.

Portfolios: $5m+

Affluent Individuals

Our Private Wealth Management services are built for affluent individuals seeking discretionary, fee-only investment management and personalized financial guidance. We focus on optimizing portfolios, minimizing taxes, and building long-term wealth.

Portfolios: $750k+

Institutions

We provide asset management for banks, non-profits, endowments, trust companies, corporations, and pension plans. We provide disciplined, data-driven investment strategies tailored to institutional mandates.

Portfolios: $5m+

Business Owners & Entrepreneurs

Whether you’re building, scaling, or selling a business, we help you transition from business income to personal wealth. From post-sale planning to tax efficiency and estate strategy, we partner with you at every stage.

Portfolios: $1m+

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Services

We offer a full range of wealth management services, including investment management, retirement planning, estate strategies, and tax optimization.

Our goal is simple.

Help you grow, protect, and maximize your wealth.

Investment Management

Investment Portfolio Analysis

Post-Sale Wealth Management

Debt Management

Wealth Management

Real Estate Portfolio Analysis

Inheritance Management

Estate Planning

Retirement Planning

Tax Optimization

Maximize Your Investment Potential

Unlock the full potential of your wealth with a tailored portfolio designed around your unique goals, combined with comprehensive wealth services that address every aspect of your financial well-being.

We take a personalized approach, working closely with you to develop a strategy that ensures long-term financial success and stability.

Don’t leave your financial future to chance. Take control today and start making the most of your investment potential.

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