Press Release, 7/6/2022 – Click Here
BT Wealth Management (“BTWM”) has been acquired by Waverly Advisors as of June 30, 2022. Waverly Advisors and BTWM share a similar heritage, aligned with well-known and widely-respected CPA firms, and are driven by a client-first philosophy. We are dedicated to making a difference in the lives of our clients through financial planning and investment management, while building strong, long-lasting advisor-client relationships.
We will leverage the combined teams’ financial planning and wealth management insights, complementary skill sets and respective areas of specialization to provide our clients, advisors and support staff with an enhanced experience. Together, we are charting a clear path forward for growth and new opportunities for clients and team members alike.
Moving ahead, you will come to know the Waverly Advisors team as an extension of our own. You will also be made aware of plans for Waverly Advisors to adopt a new name and redefined brand – one that captures the firm’s history and partnerships and reflects the firm’s forward-looking momentum. We look forward to updating you on these developments.
Our goal is to continue to do our utmost in serving the many facets of your financial life, while always putting you, our client, first.
We’re available to answer any questions you may have about the firm, our team and forward-looking plans. We invite you to reach out to Scott Craig (firstname.lastname@example.org) or to your advisor should you have any questions.
Cliff Draughn – email@example.com
Terri Munro – firstname.lastname@example.org
Ben Logan – email@example.com
Win Walstad – firstname.lastname@example.org
We look forward to this new chapter in joining Waverly Advisors.
A copy of Waverly Advisor’s written disclosure statement discussing advisory services and fees is available upon request or by clicking here.