WELCOME TO BT WEALTH MANAGEMENT!
BT Wealth Management is an independent, fee-only Registered Investment Advisor that provides investment management, consulting, and financial planning services to high-net-worth individuals and families. Founded in 2008, BT Wealth Management has grown to over $500 million assets under management (AUM) and thirteen employees as of June 30, 2017, with offices in Atlanta and Savannah. The BT Wealth Management team adheres to a disciplined investment process with a focus on building portfolios that meet client goals while remaining resilient in the face of market uncertainty.
In the August 27, 2017, print edition of the Atlanta Journal-Constitution, Patti Fries was mentioned in the business section of the newspaper for her new role as chief compliance officer at BT Wealth Management. Fries will be responsible for BT Wealth’s entire compliance program and policies. Since April, BT Wealth has added three other employees: […]Read More