Our Services

Real Estate & Debt Management

BFJ Wealth Management, LLC believes each investor should make a conscious decision regarding the role of real estate in their overall portfolio. A deliberate, defined strategy provides the proper investment diversification and potential for utilizing long-term, tax-efficient strategies. Through planned, systematic debt management and the use of the proper type of debt, we can help you maximize after-tax cash flow.

Back to Services

Securities offered through Avantax Investment Services^SM, Member FINRA, SIPC. Investment Management Solutions(IMS) Platform programs and services offered through Avantax Advisory Services^SM. All other investment management and financial planning services are offered through BFJ Wealth Management, LLC. BFJ Wealth Management, LLC is not affiliated with Avantax Investment Services^SM. Insurance services offered through an Avantax affiliated insurance agency.

Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management^SM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Connect With Us

Website Design by: Altastreet