How to Build Portfolios That Actually Work

How to Build Portfolios That Actually Work isn’t about theory. It’s about real strategies for real investors.

Most people with wealth, earned through business, careers, or real estate, get handed the same cookie-cutter advice: a 60/40 portfolio, index funds, and “time in the market.” But real investors need more. They need income, tax efficiency, and flexibility that adapts to both the market and their life.

In this book, Alexis Buchholz, Managing Partner at BFG Wealth Management, breaks down how to design portfolios that reflect real goals and real risks.

You’ll learn how to:

Structure portfolios in layers that balance growth, income, and liquidity.
Avoid the most common mistakes with taxes, accounts, and asset placement.
Build strategies for real estate, retirement, and private investments alongside traditional stocks and bonds.
Manage behavioral risk, the hidden factor that quietly destroys wealth.
Apply practical, client-tested frameworks to your own financial plan.

Through case studies, real-world examples, and straightforward explanations, this book shows what actually works, not just on paper but in practice.

Whether you’re an entrepreneur, high earner, or long-time investor, you’ll walk away with clarity, confidence, and a framework for making your money work harder than you do.

Author Biography

Alexis Buchholz is the founder and managing partner of BFG Wealth Management, an independent Registered Investment Advisor serving professionals, entrepreneurs, and families all with different financial lives. With over a decade of experience building custom portfolios that emphasize real-world goals, tax efficiency, and income reliability, Alexis helps clients turn abstract advice into actionable strategy.Known for his practical approach and ability to distill complexity into clarity, Alexis wrote this book to empower investors who want more than just a generic model portfolio. He lives in Texas with his wife and four sons and serves clients across the country.