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 $600 million assets under management (AUM) and fifteen employees as of January 4, 2018, 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 a recent article published in the print edition of the Atlanta Journal-Constitution, Scott Craig, president and chief investment officer of BT Wealth Management, discusses the outlook for metro Atlanta’s economy. Specifically, he discusses how the new tax plan will help improve portfolios. “There is a positive feedback loop right now in the global economy […]Read More