BT Wealth Management, an affiliate of Atlanta-based Bennett Thrasher, has acquired Savannah, Georgia-based Excelsia Investment Advisors for undisclosed sum.
The deal will push BT Wealth Management’s assets under management to more than $350m.
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Post acquisition, Excelsia president Cliff Draughn will manage the Savannah office of BT Wealth Management.
BT Wealth Management president and chief investment officer Scott Craig said: "We are delighted to welcome the Excelsia team to BT Wealth Management. The addition of the Excelsia team brings together shared values and a commitment to putting our clients’ best interests first."
Draughn said: "We look forward to continuing to serve our clients with a broader platform, and recognize our good fortune to partner with a like-minded group who appreciates that our client relationships are our most valuable asset. We went through a lengthy due diligence process before deciding that BT Wealth Management was the right fit for our clients."
Founded in 2008, BT Wealth Management is an independent registered investment advisor that offers integrated fee-only wealth management services to high-net-worth individuals and their families, including investment portfolio construction and management, retirement planning, cash flow analysis and planning, and estate planning.
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