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 $700 million assets under management (AUM) and sixteen employees as of February 28, 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 an article published in Atlanta Business Chronicle on June 1, 2018, BT Wealth advisor Terri Munro explains how people must shift their mindset as they enter retirement – although it doesn’t always mean completely eliminating work. “More and more, however, financial advisers are seeing high-net-worth retirees who actually still work,” she says. Subscribers may […]Read More