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 wealth transfer planning adds tremendous value to his clients. Additionally, his practice includes tax and financial planning, risk management and cash flow management to provide a comprehensive solution.
“Win is an extraordinary asset to BT Wealth Management. He exemplifies the firm’s values and continually serves the best interests of his clients. We are excited to welcome him as partner and look forward to the leadership role he will play,” said President and Chief Investment Officer, Scott Craig.
As a Chartered Financial Analyst (CFA), Walstad is an active member of the CFA Institute and with the CFA Society of Atlanta.
Walstad has a Bachelor of Business in Business Administration (BBA) from the University of Georgia and holds a Masters of Business Administration (MBA) from the Goizueta Business School at Emory University.
About BT Wealth Management LLC
BT Wealth Management LLC is an independent Registered Investment Advisor providing unbiased, fee-only wealth management services to high-net-worth individuals and their families. Founded in 2008, BT Wealth Management has a team of 11 professionals dedicated to serving the best interests of their clients as a fiduciary through offices in Atlanta and Savannah. BT Wealth Management is affiliated with Bennett Thrasher LLP. For more information, please visit http://btwealthllc.com.
About Bennett Thrasher LLP
Bennett Thrasher LLP is one of the largest Atlanta-based, full-service certified public accounting and consulting firms and is a Top 100 U.S. accounting firm. The firm creates significant value and a uniquepositive experience through collaboration—with and between clients, partners, associates and the community. Founded in 1980 by Rick Bennett and Ken Thrasher, today Bennett Thrasher has a dedicated, experienced team of 37 partners and more than 250 associates who believe in the team concept of creating value by working “Better Together.” For more information, please visit Bennett Thrasher’s website at http://www.btcpa.net.