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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 $500 million assets under management (AUM) and thirteen employees as of June 30, 2017, 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.

Featured News

“Patti Fries Welcomed as New Chief Compliance Officer,” Atlanta Journal-Constitution

In the August 27, 2017, print edition of the Atlanta Journal-Constitution, Patti Fries was mentioned in the business section of the newspaper for her new role as chief compliance officer at BT Wealth Management. Fries will be responsible for BT Wealth’s entire compliance program and policies. Since April, BT Wealth has added three other employees: […]

WE’VE MOVED!

We’ve moved, and know that it can be tricky to get to our new building. When you turn from Riverwood Parkway, Riverwood 200 will be the 12 story building on your right. To park, turn right just before you get to Riverwood 200 and drive around the building where you will find Visitor Parking. To enter Riverwood 200, walk back around to the front and walk in the main entrance. Take the elevators to the 10^th floor. We are Suite 1075. In the event of rain, drive to the bottom of the visitor parking area and use the call box to call security to enter the reserved parking area. Let them know you are a guest of BT Wealth Management. Park in any spot that is not reserved and enter the building using the parking deck elevators.