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 $1 billion assets under management (AUM) and seventeen employees as of July 31, 2020, 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.
If you’ve got the money, honey, I’ve got the time.‐ Lefty Frizzell We would all prefer a world without COVID, but the pandemic and subsequent policy response appear to have sowed the seeds for a new, sustainable business cycle. The CARES Act earned a spot on the short list of successful legislation for which neither […]Read More