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

August 28, 2017

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: […]

Quarterly Review and Outlook – 2nd Quarter 2017

August 8, 2017

“If you take shortcuts, you get cut short.” Gary Busey Elevators are the unsung heroes of economic development. We only notice them when they stop working, but the density of modern cities would be unthinkable without safe and efficient vertical transportation. Nick Paumgarten’s 2008 article[1] “Up and Then Down” is a classic on this subject, […]

BT Wealth Management Hires Chief Compliance Officer

July 26, 2017

BT Wealth Management, whose rapid growth has landed it on the lists of several prominent national publications ranking the nation’s largest and fastest-growing registered investment advisers, is pleased to announce the hire of Patti Fries, IACCP, as the firm’s new chief compliance officer. Fries previously served as chief compliance officer since 2006 for Cornerstone Management […]

“BT Wealth’s Terri Munro Featured in Community Foundation Annual Report,” Community Foundation for Greater Atlanta

July 14, 2017

The Community Foundation for Greater Atlanta, an organization dedicated to connecting donors with nonprofits, profiled BT Wealth Management Wealth Advisor Terri Munro in its 2016 Annual Report. The report discusses the work Munro does to ensure the philanthropic goals of BT Wealth’s clients are met, including connecting them with the Community Foundation, which is the […]

BT Wealth Management Named to Accounting Today’s ‘The Top 150 Firms by AUM’

July 13, 2017

ATLANTA, July 13, 2017 – BT Wealth Management LLC, a leading financial advisory firm headquartered in Atlanta, is pleased to announce its inclusion in Accounting Today’s “The Top 150 Firms By AUM: The 2017 Wealth Magnets Ranking of the Leading CPA Firms in Financial Planning.” The list, published in the magazine’s June issue, recognizes the […]

“BT Wealth Management Earns Spot On 2017 RIA Ranking,” Financial Advisor

July 12, 2017

In an article published on July 5, 2017, in Financial Advisor, BT Wealth Management is recognized for making Financial Advisor’s 2017 RIA Ranking. The annual survey is for firms that are independent registered investment advisors (RIAs) and provide financial planning and related services to individual clients. BT Wealth is listed under the category with assets […]

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