An Elite Suite of Wealth
Management Tools
Putting your interests above all else
The Fiduciary: A Crucial Difference
At BFG Wealth, we strive to be transparent, and want to make sure you understand one thing clearly – the fiduciary difference.
Fiduciaries and registered investment advisers (RIAs) like those you’ll find at BFG are what Forbes calls “the gold standard for financial advising.”
BFG chooses the fiduciary/RIA model because we believe that’s the way to truly serve your best interests and build lifelong relationships of trust and success.
BFG Wealth Services
Advisory
The BFG Team employs exhaustive experience in a variety of markets and investment strategies to tailor financial plans and solutions to your life, financial goals, needs and desires. We don’t just make plans. We actively manage your portfolio to optimize your wealth.
Tax Loss Harvesting | Wealth Management | Investment Strategy | Financial Planning | Private Markets
Retirement Planning
No one knows what the future will bring, but we can plan for optimal flexibility and personalize your risk profile to fit your stage of life. Just as with advisory services, we consistently monitor your retirement plan, providing regular updates on your progress – and making any prudent changes to keep pace with your goals.
Objectives | Timeline | Risk Tolerance | Investments | Income Planning | Distributions
Estate Planning
You’ve worked your whole life for this. Ensure your assets provide for your family’s future and are distributed precisely as you wish. At BFG, Estate planning is a team effort, including our experts, your attorneys and CPAs to make certain your wishes are clearly articulated and fulfilled.
Business Planning
Our team of seasoned wealth managers will assist in creating a plan that ensures their businesses continue to run smoothly and without interruption, after important people move on to new opportunities, retire or pass away unexpectedly.
Risk Management
Our approach is to focus on solving needs rather than selling unnecessary products. Insurance is utilized to provide financial support for survivors, provide liquidity to satisfy estate tax obligations, enable business owners to offset the economic loss caused by the death of a partner or employee, and to accumulate funds for retirement, emergencies and other needs on a tax favored basis.
As your trusted financial partner and fiduciary, we are also happy to connect you with other professionals with whom we have established relationships.
Certified Public Accountants
Estate Attorneys
Insurance Specialists
Business Valuation Specialists
Going Private – Private Markets
As more companies remain private to avoid being subject to stringent regulations, more and more wealth is being created in private markets.
Once the exclusive domain of the ultra-wealthy, accessible only through country club deals, insular networks or institutional investing, private markets are now available to you through BFG Wealth via managers with an established track record of navigating private markets.
Succeeding in these markets requires time, expertise and effort. That’s why our client-specific, tailored approach to private markets focuses on three categories:
Private Equity
Markets have evolved. Today, companies tend to stay private longer. They no longer need to go public to access capital for continued growth, and staying private avoids the regulatory headaches endured by public companies. If you’re only invested in public stocks, you’re missing an opportunity to create additional wealth. BFG can help you break into these markets in a smart, effective way.
Private Credit
This asset class has grown significantly since the passage of Dodd-Frank, which made it more difficult for growing companies to access capital from traditional sources. Private credit funds strive to provide income while maintaining a stable value.
Private Real Estate
We include private real estate in our private market allocation due to its track record of maintaining value and providing tax efficient distributions.