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 […]
In the Newsmakers section of The Atlanta Journal-Constitution published on Sunday, February 3, 2019, Terri Munro is highlighted for her recent elevation to partner. As a a CERTIFIED FINANCIAL PLANNER™ (CFP®), Munro helps clients with comprehensive financial planning and portfolio management. AJC subscribers may view the ePaper here.
In an article published on Jan. 24, 2019 by the Financial Planning Association of Georgia, 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. Munro says, “I am grateful for the opportunity to serve our […]
BT WEALTH MANAGEMENT NAMES TERRI MUNRO PARTNER ATLANTA, Jan. 24, 2019 – BT Wealth Management, a leading Registered Investment Advisor headquartered in Atlanta, is excited to announce Terri Munro has been named a partner. Her more than 16 years of experience with helping clients plan and design investment portfolios adds tremendous value to the firm. […]
“You could have done better but I don’t mind.” – Bob Dylan, “Don’t Think Twice” The power of the Federal Reserve is such that an off-handed comment can spark global market tumult. In an October interview on the pace of rate hikes, Fed Chairman Jay Powell remarked, “We may go past neutral, but we’re a […]
“It ain’t the heat, it’s the humility.” ‐ Yogi Berra Trade wars make for good headlines, but investor attention is more closely trained on the recent strength of the U.S. economy, and what it means for monetary policy and interest rates. The Fed is the thermostat1 keeping the economy a nice, constant temperature despite occasional […]
In an article published July 19 by Financial Advisor Magazine, wealth advisor Terri Munro offers insight into advising clients during a divorce. She emphasizes the importance of having proactive conversations with clients on their financial planning desires, updating beneficiaries and asset titling accordingly, and discussing the potential consequences of transferring assets into joint ownership should […]
“A man should look for what is, and not for what he thinks should be.” ‐ Albert Einstein In the 20 years following the demolition of the Berlin Wall, the relentless decline in economic barriers fostered a period of global wealth creation with no historical parallel. Still, the world has never been a free‐trade utopia. […]
BT Wealth Management was mentioned in the Northside Neighbor on July 6, 2018 as one of six Atlanta financial advisory firms named to Accounting Today magazine’s 2018 edition of “The Top 150 Firms by AUM” – the annual ranking of leading U.S. wealth management firms by assets under management. You may access the full article […]
Cobb Business Journal published an announcement of BT Wealth Management being named to Accounting Today’s ‘The Top 150 CPA Firms By AUM’ on June 28, 2018. BT Wealth Management is ranked as 38th largest in the U.S. “We are honored to be recognized in consecutive years and are thrilled to be closing in on our […]
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 10th 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.
