Bt Wealth Management, Llc

Description

• BT Wealth Management, LLC is an affiliate of Bennett Thrasher, one of the largest Atlanta-based CPA firms. BT Wealth Management provides high-net-worth clients with integrated, fee-only wealth management services. Having been actively involved in the management of client portfolios since 1999, Bennett Thrasher identified that their clients would be better served if they could offer in-house investment expertise combined with a proprietary best in class open architecture platform. BT Wealth Management was formed to serve those needs.BT Wealth Management has carefully cultivated a culture of collaboration and respect. You benefit from a breadth and depth of knowledge that is uncommon in the investment industry. One where you engage our principals and associates and receive the knowledge, insight and validation gleaned from multiple professionals in our firm. In addition:We are completely fee based, independent and do not sell any products As a registered investment adviser, we have a higher fiduciary duty to our clients than typical brokers. Our professionals include: Certified Financial Analysts (CFA), Certified Public Accountants (CPA), Certified Financial Planners (CFP®) and Personal Financial Specialists (PFS). Our comprehensive approach combines deep investment, financial planning, and tax expertise utilizing the combined resources of BT Wealth Management and Bennett Thrasher. We build long term relationships with our clients. We utilize and Open Architecture Approach with no proprietary products.
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  Headquarters:3300 Riverwood Parkway Suite 1075, Atlanta, Georgia, United States

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  Phone Number: +1 770-396-2200

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  Website: https://www.btwealthllc.com

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  Employees:14

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  Revenue:$1 - 10M

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  Legal Name:Bt Wealth Management, Llc

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• |  NAICS Code: 531210  |

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