Investment Philosophy » BT Wealth Services

Wealth Advisory Services Umbrella

 

BT Wealth Management provides the following services to closely-held businesses and high net worth individuals and their families:

 

  • Wealth Transfer, Estate and Gift Planning
  • Charitable/Philanthropic Planning
  • Single Stock Diversification Planning
  • Insurance Planning and Needs Analysis
  • Business Succession/Family Business Consulting
  • Personal Financial/Cash Flow & Retirement Planning
  • Strategic Income Tax Planning and Return Preparation

 

Purpose Statement

 

 

"BT Wealth Management LLC exists to serve our clients by building trust through insight and involvement and to provide professional fellowship and prosperity for everyone in the firm."
Admin ©2012 BT Wealth Management LLC.