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.
“BT Wealth Management Welcomes Patti Fries, Abigail Soren and Owen Cooper,” Atlanta Business Chronicle
In the August 11, 2017 print edition of the Atlanta Business Chronicle, BT Wealth Management’s Patti Fries, Abigail Soren and Owen Cooper were featured in the People on the Move section. Fries was recently appointed as the firm’s new chief compliance officer and will be responsible for BT Wealth’s entire compliance program and policies. She […]Read More