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 […]

BT Wealth Management Relocation And Brand Refresh

ATLANTA, June 21, 2017 – BT Wealth Management LLC, a registered investment advisory firm headquartered in Atlanta, is pleased to announce the relocation of its office to Riverwood 200, as well as a refresh of its brand as seen on its new website. BT Wealth Management was founded in 2008 and is led by President […]

Quarterly Review and Outlook – 1st Quarter 2017

April 20, 2017

An airplane by its nature wants to fly, and if not interfered with too strongly by unusual events or by a deliberately incompetent pilot, it will fly. A helicopter does not want to fly.” ‐ Harry Reasoner, 1971, ABC Evening News

BT Wealth Management Names Win Walstad Partner

January 25, 2017

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 […]

Quarterly Review and Outlook – 3rd Quarter 2016

November 3, 2016

“It doesn’t matter THAT the wind is blowing. It matters WHAT the wind is blowing.” -Ron White, comedian On a recent due diligence trip, we visited with a group of asset management firms that, collectively, are charged with investing over $100 billion of client capital anywhere in the world they see fit. Each has its […]

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