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 $805 million assets under management (AUM) and seventeen employees as of September 30, 2018, 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.
In an article published on Feb. 8, 2019 by Metro Atlanta CEO, Terri Munro is featured for being named partner at BT Wealth Management. Her practice includes retirement, business succession, estate, and charitable planning for high net worth individuals and families. BT Wealth Management managing partner and chief investment officer Scott Craig says, “Terri’s specialized […]Read More