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 a recent article published in Inside Public Accounting, BT Wealth Management Director of Research Clay McDaniel was featured for his promotion to partner. McDaniel has served in his role with the firm since 2015 and has more than 13 years of experience with family offices, hedge funds and Registered Investment Advisors. He came to […]Read More