Strategies for capital investment and all-asset-inclusive financial planning

Hard assets.
Easily overlooked.

A comprehensive financial plan, and a diversified investment strategy based on your own unique risk tolerance, means not being limited to traditional instruments like stocks and bonds. Indeed, hard assets like real estate can play an important role in any portfolio designed around your own personal goals for income generation, retirement, and capital preservation.

We can leverage our network of industry professionals or work with your existing relationships to integrate sound investment strategy in the real estate market with your overall financial plan - a plan created for your specific goals and needs, diversified and asset-agnostic in order to objectively provide as many options for opportunity as possible.

Your property as part
of your portfolio

BFA Wealth Management believes that wealth management is a process that cannot turn a blind eye to any potential opportunity for our clients; as such, we can consider alternative asset classes for any financial or investment plan, not just those of established real estate investors. Every investment vehicle in your portfolio should be aligned with both your goals and your tolerance for risk, and real estate holdings are no exception.

Whether you want to generate income with rental units, diversify your portfolio with commercial properties, or simply enjoy your retirement in the home of your dreams, BFA Wealth Management can work with you to make a data-driven plan for success.

Personal advice for everything you value

Planning right means knowing your options. Unlike a commissioned salesperson, a true fiduciary like BFA Wealth Management helps you put all of your holdings in perspective, and can provide possibilities others may not. Real estate can be a great investment for some; for many more, it is a critical consideration for budgeting, tax and estate planning, and retirement. That's why we look beyond "location, location, location" and consider factors like duration, taxation, and allocation.

Like a home built on spec, financial advice that isn't designed for the life you want may not account for everything you value. If you want a plan that treats your family's goals as your greatest assets, give us a call. Let's talk.

Complimentary Investment Analysis

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You need to know where you stand - and it's always good to get a second opinion. If your family has more than $250,000 of investable assets, fill out the form above for a complimentary investment analysis, complete with portfolio performance review and personal risk tolerance assessment. There is no cost or obligation of any kind - we simply believe in demonstrating the value of a relationship with our firm through real, meaningful action. To assess your investments as accurately as possible, we will soon need some information from your account statements - we will reach out as soon as possible to provide you with a secure means for sharing information with us. We encourage you to redact or obscure any identifying characteristics such as account numbers if you prefer not to share that information with us at this time. We're looking forward to talking with you about our assessment, our recommendations, and how we can help you and your family achieve your goals.

The security of your information, and your privacy, are critical to our firm. Please do not send us any personal or confidential information directly 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.™