July 8th, 2015
BT Wealth Management LLC is pleased to announce the addition of Savannah-based Excelsia Investment Advisors, effective July 1, 2015. Excelsia has a well-respected history of serving high net worth individuals, retirees and business owners in the southeast. With the addition of Excelsia, BT Wealth Management will exceed $350 million in assets under management.
“We are delighted to welcome the Excelsia team to BT Wealth Management,” said Scott E. Craig, President and Chief Investment Officer. “The addition of the Excelsia team brings together shared values and a commitment to putting our clients’ best interests first.”
Cliff Draughn, Excelsia’s president, will manage the Savannah office of BT Wealth Management. “We look forward to continuing to serve our clients with a broader platform, and recognize our good fortune to partner with a like-minded group who appreciates that our client relationships are our most valuable asset. We went through a lengthy due diligence process before deciding that BT Wealth Management was the right fit for our clients.”
About BT Wealth Management
BT Wealth Management LLC is an independent Registered Investment Advisor providing integrated fee-only wealth management services to high-net-worth individuals and their families, including investment portfolio construction and management, retirement planning, cash flow analysis and planning, and estate planning. Founded in 2008, BT Wealth Management has a team of 10 professionals dedicated to serving the best interests of their clients as a fiduciary. BT Wealth Management is affiliated with Bennett Thrasher LLP, one of the largest Atlanta-based, full-service certified public accounting and consulting firms.