Monday - Friday
8:00 am - 5:00 pm
(Or by appointment)
BTL CAPITAL MANAGEMENT is an independent, fee only wealth management firm specializing in helping financially established families, trust funds, retirement plans and non-profit organizations build, preserve and transfer wealth.
Unlike the vast majority of those in the financial services industry, at BTL CAPITAL we are FIDUCIARIES. This means we have chosen to be held to the highest legal standard and must act in our clients’ best interest at all times. As such, we are an independent wealth management firm.
This independence means we are compensated for managing your assets, not for selling products. We do not receive any compensation from brokerage services, commissions or finders fees. We simply deliver objective, unbiased, evidence-based advice and truly do what best serves our clients.