“BTS is a tier-1 partner. They were not only critical to our success in transition operationally, but they were strategic partners that helped us shape the best platform for our independent practice. All team members are extremely knowledgeable, accessible and generous with their time. We view our relationship with BTS as a key-enabler of our future growth and success.”

TAYLOR MOSERA, Partner & Managing Principal
Hillcrest Capital Advisors

“Successful advisors surround themselves with subject matter experts to leverage their time & own expertise. BTS has been our subject matter experts both during our practice transition and for many ongoing initiatives since then. We consider BTS an extension of our team and find them not only invaluable but also highly attentive.”

Steven Berman, Financial Advisor
Pharos Financial Advisors

“We’ve had an exceptional experience working with BTS for our project management needs. Their responsiveness and dedication in assisting us with marketing, technology, website creation, succession planning, business transition planning, and company benefits have been truly impressive. The team at BTS are always ready to help, making our collaboration seamless and efficient. We highly recommend their consulting services for any financial advisory practice.”

Chris Sakas, Managing Principal | Branch Manager
Pintler Wealth Management Group

“Our transition to independency would have been so much more difficult if we had not partnered with BTS. We found their expertise, knowledge and guidance to be indispensable. They always answered all our questions thoroughly no matter how simplistic they probably were. We still call on them from time to time as questions come up in our practice. Most importantly, they are kind and generous with their time. I would encourage anyone looking for transition help to partner with BTS!”

Michael Harrison, Senior Financial Advisor
Wells Fargo Advisors Financial Network

“Exceptional Transition Support from BTS Consultants

I am pleased to provide this testimonial for BTS Consultants, specifically Dennis and Brianna, the founders of the company. As the Founding Partner at 1858 Haven Private Wealth, I can attest to the outstanding service and unwavering support we received during our transition to independence from Stifel Financial.

Dennis and Brianna’s expertise and dedication were instrumental
in making our transition seamless and successful. From the initial planning
stages to the execution of the transition plan, BTS Consultants demonstrated a
deep understanding of the intricacies involved in establishing an independent
advisory firm. Their guidance and hands-on support were invaluable every step
of the way.

What sets BTS Consultants apart is not only their industry knowledge but also their commitment to the success of their clients. They went above and beyond to ensure that we felt supported, informed, and confident throughout the entire process. Their personalized approach and attention to detail truly made a difference in our experience.

I wholeheartedly recommend the services of BTS Consultants to any advisor considering a transition to independence. Dennis and Brianna possess the expertise and passion needed to help advisors grow their practice beyond expectations. The journey to independence can be challenging, but with BTS Consultants by your side, you can navigate it with confidence and achieve remarkable results.

Thank you, Dennis and Brianna, for your exceptional service and unwavering support. We are grateful for the partnership and look forward to continued success with 1858 Haven Private Wealth.”

John McHale, Founding Partner
1858 Haven Private Wealth

“BTS facilitated a seamless transition for our team from Wells Fargo Wealth Brokerage Services to Wells Fargo FINET. Their expert guidance and support ensured that the move was efficient and stress-free, allowing us to focus on serving our clients without interruption. We’re grateful for their professionalism and dedication throughout the transition process.”

Craig A. Bedenbaugh, Managing Principal
Yield Private Wealth