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’s Terri Munro Featured in Community Foundation Annual Report,” Community Foundation for Greater Atlanta
The Community Foundation for Greater Atlanta, an organization dedicated to connecting donors with nonprofits, profiled BT Wealth Management Wealth Advisor Terri Munro in its 2016 Annual Report. The report discusses the work Munro does to ensure the philanthropic goals of BT Wealth’s clients are met, including connecting them with the Community Foundation, which is the […]Read More