BT Wealth Management LLC, located at 3300 Riverwood Parkway, Suite 1075, Atlanta, GA 30339, was an independent, fee-only Registered Investment Advisor founded in 2008. citeturn0search3 The firm specialized in providing comprehensive financial planning, investment management, and consulting services to high-net-worth individuals and families. citeturn0search6 In June 2022, BT Wealth Management was acquired by Waverly Advisors, expanding Waverly’s presence into Georgia. citeturn0search7 Scott Craig, CFA, who had been with BT Wealth Management, assumed the role of Regional Director at Waverly Advisors following the acquisition. citeturn0search10