A Broad Range of Sophisticated Support
With the support of a larger financial institution, BFS Wealth Management has access to significant resources.
Portfolio & Investments
We consider investment management to be more than just an academic exercise.
We prepare a comprehensive financial and retirement plans.
We advise and help implement corporate retirement plans.
Estate & Legacy Planning
Estate planning is essential for distributing wealth in life and after death.
Charitable Gifts & Trusts
We help clients establish a charitable giving plan and charitable trusts.
Securities Based Lending
Sometimes in life, opportunities knock. Let us help to turn a dream into reality.