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 […]
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 […]
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 […]
In an article published in the Summer 2017 issue of the University of Georgia Magazine, BT Wealth Management’s Orlow Medwin “Win” Walstad III, was mentioned for his promotion to partner. Walstad joined the BT Wealth Management team in 2015 as a Wealth Advisor. Walstad has a Bachelor of Business in Business Administration (BBA) from the […]
In a recent article published by Metro Atlanta CEO, a publication that focuses exclusively on businesses in Atlanta, BT Wealth Management is mentioned for its new office location, brand refresh and redesigned website.
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 […]
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 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 […]
“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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