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 approximately $550 million assets under management (AUM) and fifteen employees as of September 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 an article published on October 15, 2017, in the Cobb Business Journal, BT Wealth Management was featured for hiring Justin Snell as the firm’s new chief operating officer. The article mentions how the firm passed the $500 million mark in discretionary assets under management earlier this summer and how Snell’s arrival from Bennett Thrasher, […]Read More