“BTS was invaluable in helping us set up our RIA. They were true partners and helped with every aspect of setting up the business. Brianna, Tarra and Kara are an absolute pleasure to work with. They could not be more professional, responsive and friendly. In my case, I had been an employee of big companies my entire life and needed a lot of help and handholding and BTS was a life saver. I highly recommend them.” – Marc Daner, Daner Wealth Management
