BT Wealth Management Relocation And Brand Refresh Fueled By Growth And Expansion

6/25/17

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 and Chief Investment Officer Scott E. Craig, who assumed his management role in 2013. Under Craig, the firm’s assets under management (AUM) have grown from $234 million at the end of 2013 to over $475 million in May 2017. By the end of the third quarter of 2017, the number of the firm’s employees will have nearly tripled since the end of 2013.

BT Wealth Management’s growth as a provider of comprehensive investment management, financial planning and consulting services can be attributed to several factors. The firm has become known for diligently and creatively identifying unexplored opportunities in all asset classes. To that end, over the past 18 months, the firm has created two proprietary private funds, which also have contributed to growth and added to the firm’s value proposition.

“It is a tribute to our clients’ faith in us that we have grown to the point where we need new space, which will be able to accommodate our staffing needs as we continue to grow,” said Craig. “We are also excited about our refreshed brand and new website. One highlight of the redesigned website includes direct access to the BT Wealth Client Portal, where clients may access and view their accounts at their convenience.”

BT Wealth Management’s affiliation with Bennett Thrasher, which also relocated to Riverwood 200 extends to their similar branding. The firms’ continuing expansion has been built in large part on their shared values of integrity, family and service to clients.

About BT Wealth Management LLC

BT Wealth Management is an independent, fee-only Registered Investment Advisor that provides investment management, consulting, and financial planning services to high-net-worth individuals and families. Founded in 2008, BT Wealth Management has grown to more than $475 million in assets under management and 13 employees as of May 15, 2017, with offices in Atlanta and Savannah. The BT Wealth Management team adheres to a disciplined investment process with a focus on building portfolios that meet client goals while remaining resilient in the face of market uncertainty. BT Wealth Management is affiliated with Bennett Thrasher LLP. For more information, please visit http://btwealthllc.com.

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