Complimentary portfolio review, strategic analysis, and risk assessment for individuals or families with $250,000 or more of investable assets


You deserve to know your options

Is your investment portfolio aligned with your goals and your true risk tolerance? Was it created in your best interest, taking these factors into consideration? Do you have a concentrated position in any one asset, like options or shares of stock your employer may have given you as part of your compensation package?

Many of the individuals and families we talk with simply don't know the answers to these important questions - because nobody took the time to help them create an investment strategy, and a diversified asset portfolio, designed around their goals, needs, and real, measured risk tolerance score. They may be exposed to greater risk than they feel comfortable with, unable to respond to opportunity in order to realize upside potential, or working with a fee structure that may significantly offset any potential gains.

BFA Wealth Management believes that everyone deserves honest answers, transparency, and genuine advice to help them succeed. If you or your family have $250,000 or more of investable assets, please fill out the form on this page - even if you don't think anything is wrong with your portfolio, it is never a bad idea to get a second opinion. That's why we are happy to provide this service to you free from any cost or obligation. We simply believe there is no better way for us to show you the value of working with a true fiduciary than by giving you the insight, objectivity, and education you can expect from a financial partner who puts you and your family first.

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The security of your information, and your privacy, are critical to our firm. Please do not send us any personal or confidential information through this form - we will be happy to provide you with a secure means for electronic data transmission as soon as we hear from you.


Your future is waiting. It doesn’t need to. Talk to a member of our team today and let us learn how we can help.

BFA Wealth Management. Plan right. Live better.™