Comprehensive Wealth Management.

Investment Management, Retirement Planning, and Tax Optimization.

Fiduciary

We’re an independent Registered Investment Advisor and a fiduciary, so every recommendation is made with your best interests first.

Active

We don’t park your money and walk away. We actively manage your portfolio to find opportunities, limit downside, and keep you positioned for whatever the market throws next.

Fee Only

We charge a clear management fee, not commissions, so our only incentive is to give you advice that grows your wealth.

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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 see if your portfolio is working as hard as you are.

Smart Moves & Fresh Reads

Stay Ahead with Expert Financial Perspectives

Graphic with a scientist in protective gear holding a semiconductor chip, alongside the headline: The U.S. Government’s 9.9% Stake in Intel: What Investors Need to Know, with bfgwm.com branding.

The U.S. Government’s 9.9% Stake in Intel: What Investors Need to Know

The U.S. government is set to buy nearly 10% of Intel in a deal worth $8.9 billion. This is not a bailout but a historic step to strengthen America’s chipmaking capacity. For investors, it means short-term dilution but long-term stability and confidence that Intel’s projects will move forward. Our full article explains what this means for Intel shareholders, the semiconductor industry, and the markets.

Current Events

Aug 223 min read

Illustration of a modern bullet train on tracks with a dark blue background. Text reads: 'Texas on Track: The Dallas–Houston Bullet Train and the Texas Trailblazers Portfolio.' A button below shows the website bfgwm.com.

Texas on Track: The Dallas–Houston Bullet Train and the Texas Trailblazers Portfolio

Texas is heading into a new phase of growth. The proposed high-speed rail between Dallas and Houston would cover about 240 miles in just 90 minutes. Modeled after Japan’s N700S Shinkansen, the train system could transform how Texans move, do business, and connect across the state.

Current Events

Aug 63 min read

Financial Tips for August: Optimize Your Retirement Savings

Whether you’re just starting to save or fine-tuning an established strategy, small actions now can lead to greater financial freedom later. This month, take proactive steps to optimize your retirement savings with these three tips:

Retirement

Aug 12 min read

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.

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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

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+