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OUR FIRM
BFG Wealth Management is a boutique investment management and wealth advisory firm founded by Alexis Buchholz & Shahla Buchholz. We currently serve our clients in two office locations: Dallas, Texas and Honolulu, Hawaii.
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 serves as Managing Partner of BFG Wealth Management. His activities are focused on investment advisory, portfolio management, and strategic planning.
He has over 19 years of experience in the financial services industry, including commercial banking analytics, mutual fund brokerage management, and investment portfolio structure and design.
Alexis is also an avid marathoner, with a current goal of completing a marathon in under 3 hours. Combined with his love for travel, his long-term goal is to become a member of the 50 States Marathon Club.
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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