BTL Capital Management Employee Directory

Financial ServicesIllinois, United States11-50 Employees

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. BTL CAPITAL is a member of the BAM Alliance, a community of more than 140 independent wealth management firms located throughout the United States that advise more than 18,000 investors and represent nearly $30 billion of collective assets under management. BTL CAPITAL is also affiliated with Beggin Tipp Lamm LLC, a CPA firm with locations in Freeport and Rockford, Illinois. The professionals there have the experience and in-depth understanding of complex tax rules and regulations. They are a valuable partner that provides expert estate and income tax planning to both our individual and business clients.

Sign up for free to view info

Company overview Email format