Our Services

Our Services

A Broad Range of Sophisticated Support

The team at BFS Wealth Management has many years of experience across a wide array of financial disciplines and business endeavors. We back up our investment capabilities with extensive financial education and experience. Astoundingly, there are over 500,000 licensed financial advisors in the U.S., but less than one-third of them have any education in finance. Between the eight of us, we have earned four CFP certifications, one CPA designation, a Master in Financial Planning and a Master in Business Administration. We are supported by the vast resources of Raymond James, a well-respected, independent financial services firm with offices and affiliated advisory firms throughout the country. Together, we are well-positioned to provide comprehensive wealth management and financial services to individual and institutional clients, as well as to business owners and corporate executives.
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. 

Financial Planning

We prepare a comprehensive financial and retirement plans.

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.