We partner with you to create a comprehensive and strategic plan to reach the financial goals you have for yourself and loved ones. Whether you are looking to accomplish shorter-term goals or planning for retirement, our team provides a personalized approach to wealth management strategy.
BTC Financial Management provides a personal, one-on-one approach to investment and portfolio management.
BTC Financial Management Co. is a subsidiary of BTC Bank. Investment and insurance products and services are: not a deposit; not FDIC insured; may lose value; not bank guaranteed; not insured by any federal government agency.
Investment advisory services provided by BTC Financial Management Co., a registered investment adviser.
This website is only intended for clients and interested investors residing in states in which we are registered to provide investment advisory services or are exempt from registration. Please contact us to determine if the firm provides investment advisory services in the state where you reside.
All content on this site is for information purposes only and should not be considered investment advice. Material presented is believed to be from reliable sources and no representations are made by our firm as to another party’s informational accuracy or completeness.
Neither the firm nor its representatives provide tax or legal advice and nothing herein should be construed as such. Always consult with your tax advisor or attorney regarding your specific circumstances.
The Charles Schwab Corporation is one of the nation’s leading providers of financial services. Through their operating subsidiaries, they provide securities brokerage, money management and financial advisory services to individual investors, independent investment advisors, and corporate and retirement plan sponsors and participants. The Charles Schwab Corporation is financially stable, and they are committed to their continued financial health. Their capital structure and liquidity are sound, and their internal controls and business standards are designed to keep client assets safe. They maintain a disciplined focus on risk management and strive to operate the firm conservatively to minimize investment risks. They know that their success ultimately depends on how they serve all of their clients and their confidence in Schwab.
Financial results and more information about The Charles Schwab Corporation’s business and financial condition can be viewed at any time at www.aboutschwab.com.
