Services

At BT Wealth Management, providing investment management, consulting and financial planning services to clients is our passion. We seek to help high-net-worth individuals and families reach their financial goals by understanding each of our clients’ objectives and risk tolerance and designing the investment strategies most appropriate for their individual situation.

Our professionals are experienced, qualified, and have earned professional designations including: Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Public Accountant (CPA) 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.