What Makes Us Different?

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:

• Completely fee based, independent and do not sell any products
• As a registered investment advisor, 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).
• A comprehensive approach combining deep investment, financial planning, and tax expertise utilizing the combined resources of BT Wealth Management and Bennett Thrasher.
• Building long term relationships with our clients.
• Open Architechture Approach with no proprietary products.