About Us | BFG Wealth Management LLC
We are a fully independent Registered Investment Advisor (RIA), a fiduciary always putting client interests first. Our custom investment portfolios are designed to provide real diversification across a wide variety of client portfolios by reducing correlation and mitigating risk without sacrificing returns.
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Wealth Management | BFG Wealth Mgmt
We start by helping you identify your goals and determine where you are relative to those goals. We then evaluate your assets and design your investment plan to construct your customized portfolio allocations complimented with our specialized investment strategies. We don’t stop there. We continually monitor your progress with state of the art technology and active portfolio management to ensure you remain on track to achieve your financial dreams. Find out how you can get to your financial goals with our custom financial plans. Book an introductory meeting today to learn more about how we can help.
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Investment Management | BFG Wealth Mgmt
We follow a different approach to investing than the typical investment manager. Given our high-quality focus and in-depth fundamental research, we build focused strategies of 20 to 35 securities. The traditional approach, which focuses on short-term price movements and quarter-end earnings results, is to build strategies of 75 to 100 securities to diversify market risk and minimize the impact of individual holdings. Book an appointment to find out more!
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Where is BFG Wealth Management LLC located?
The company BFG Wealth Management LLC is located in Dallas, Texas, United States. It's worth noting that the company may has more corporate locations
How many employees does BFG Wealth Management LLC approximately have?
As of the latest available information BFG Wealth Management LLC has around 1-10 employees worldwide.
In which industries does BFG Wealth Management LLC mainly work?
The company BFG Wealth Management LLC has it's main focus in the industries of Finance and Insurance
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