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 $475 million assets under management (AUM) and thirteen employees as of May 15, 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 a recent article published by Metro Atlanta CEO, a publication that focuses exclusively on businesses in Atlanta, BT Wealth Management is mentioned for its new office location, brand refresh and redesigned website. The firm credits its growth to a number of factors, including its reputation for diligently and creatively identifying unexplored opportunities in all asset […]Read More