BT Wealth Management LLC, a leading financial advisory firm headquartered in Atlanta, is proud to announce the promotion of Orlow Medwin “Win” Walstad III to partner.
Walstad joined the BT Wealth Management team in 2015 serving as a Wealth Advisor. His 18 years of experience in investment research and analysis, portfolio management, and estate and wealth transfer planning adds tremendous value to his clients. Additionally, his practice includes tax and financial planning, risk management and cash flow management to provide a comprehensive solution.
“Win is an extraordinary asset to BT Wealth Management. He exemplifies the firm’s values and continually serves the best interests of his clients. We are excited to welcome him as partner and look forward to the leadership role he will play,” said President and Chief Investment Officer, Scott Craig.
As a Chartered Financial Analyst (CFA), Walstad is an active member of the CFA Institute and with the CFA Society of Atlanta.
Walstad has a Bachelor of Business in Business Administration (BBA) from the University of Georgia and holds a Masters of Business Administration (MBA) from the Goizueta Business School at Emory University.
About BT Wealth Management LLC
BT Wealth Management LLC is an independent Registered Investment Advisor providing unbiased, fee-only wealth management services to high-net-worth individuals and their families. Founded in 2008, BT Wealth Management has a team of 11 professionals dedicated to serving the best interests of their clients as a fiduciary through offices in Atlanta and Savannah. BT Wealth Management is affiliated with Bennett Thrasher LLP..