Wealth Advisory Services Umbrella

BT Wealth Management provides the following services to our clients, at times leveraging our relationship with Bennett Thrasher to provide a comprehensive wealth advisory platform:

  • Custom Investment Portfolio Construction and Management
  • Cash Flow Analysis and Planning
  • Strategic Income Tax Planning
  • Wealth Transfer, Estate and Family Gift Planning
  • Retirement Planning
  • Charitable Giving and Philanthropic Planning
  • Insurance Planning and Needs Analysis
  • Business Succession Planning & Family Business Consulting