About

BT Wealth Management

At BT Wealth Management, providing financial advice that is best for our clients is our highest priority. We seek to help our clients reach their financial goals by providing comprehensive investment management and financial planning services. We serve a diverse client base of high-net-worth individuals and families.

  • We are completely fee-only, which means we only receive compensation from our clients and do not sell any products or receive any commissions.
  • As a Registered Investment Advisor we are held to a fiduciary standard. We are required to act in the best interests of our clients, unlike typical advisors at brokerage firms or banks.
  • Our comprehensive approach to wealth management combines deep investment, financial planning and tax expertise. Our clients benefit from the combined resources of BT Wealth Management and Bennett Thrasher, and because we work so closely together, we can provide an array of services in a seamless manner.
  • We are independent, with an open architecture approach. Our investment process is completely client-focused. We do not sell products, and we do not receive commissions. We are free to make unbiased investment decisions based solely upon what we believe to be best for our clients. Our goal is to provide every client with the same level of high-quality, independent, objective service that a large institution would receive.
  • Our professionals are experienced, highly qualified and have earned professional designations including: Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Public Accountant (CPA), Personal Financial Specialist (PFS) and Certified Investment Management Analyst®(CIMA).
  • Our long term relationships with our clients are the foundation of our business, and are the result of our commitment to superior client service.

Our Values

Integrity - We are who we say we are; we do what we say we’ll do.

Family - We support the family as the primary institution of society.

Clients - We serve our clients. We meet their needs.