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.
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Quarterly Review & Outlook-3rd Quarter 2020
The secret to hitting a bullseye is not telling anyone where you are aiming.‐ Mammoth Cave tour guide, 8th grade field trip The key word for 2020 is “novel.” The novel coronavirus sparked a novel downturn and the policy response revealed a novel approach for fighting recessions. Novelty can be exciting, but in the context […]
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