BFG Wealth Management

At BFG Wealth Management, we are a boutique investment management and wealth advisory firm founded by Alexis Buchholz and Shahla Buchholz. Our company is built on the principle of putting our clients' interests first and providing customized investment solutions to help them achieve their financial goals. With over 19 years of experience in the financial services industry, our team is dedicated to delivering exceptional service and investment results.

Our Mission

Our mission is to provide our clients with the highest level of customer service, coupled with innovative investment strategies and expertise. We believe that everyone deserves access to professional investment management, regardless of their net worth or asset size. Our goal is to build long-term relationships with our clients, understanding their unique financial objectives and goals, and delivering tailored investment solutions to help them achieve their aspirations.

Our Services

We offer a range of investment strategies designed to address the unique needs and goals of our clients. Our services include:

Investment Strategies

• BFG Small/Mid Cap Growth: This strategy focuses on small and mid-cap companies with high growth potential.
• BFG Real Estate Income: This strategy targets high dividend income and long-term capital appreciation through investments in REITs and real estate-based companies.
• BFG Equity Income: This strategy focuses on environmentally impactful companies focused on renewable energy, green technologies, and clean water.
• BFG Environmental Impact: This strategy invests in companies involved in digital ledger distribution technologies used in cryptocurrencies, banks, stock exchanges, and credit card companies.
• BFG Blockchain Tech: This strategy selects a set of raw materials that are either consumed directly or used to create other products.
• BFG Metals & Commodities: This strategy invests in inverse ETFs and ETNs, providing a hedge against market fluctuations.
• BFG Inverse Hedge: This strategy invests in inverses of major market indices of exchange-traded funds and products.

Portfolio Management

Our custom portfolios are designed to provide real diversification across a wide variety of client portfolios, reducing correlation and mitigating risk while striving for maximum returns. Our actively managed portfolios are designed to be independent and non-correlated to each other, allowing them to fit within most clients' overall investment holdings.

Client Benefits

As a BFG Wealth Management client, you can expect:

• Expertise: Our team of experienced professionals has over 19 years of combined experience in the financial services industry.
• Customization: We design custom portfolios tailored to each client's unique financial goals and objectives.
• Transparency: We provide regular portfolio performance reports and interactive access to your investment portfolio.
• Holistic Approach: Our wealth management approach combines investment strategies with holistic planning techniques to help you achieve your financial goals.

Get Started

At BFG Wealth Management, we believe that everyone deserves access to professional investment management. Whether you are an individual, family, or institutional investor, we are committed to providing you with exceptional service and investment results. Contact us today to learn more about how we can help you achieve your financial goals.