Testimonials
“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
“BTS has been invaluable in our transition to an independent practice. From budgeting to lease agreements to hiring support staff, they have helped us navigate in a prompt, knowledgeable and professional manner. Can’t recommend BTS highly enough!“
Tobias I. Beck, Senior Financial Advisor
Willamette Cascade Wealth Management
“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
“I can’t imagine the success of my transition without BTS. Their guidance has been and continues to be amazing in all areas!!! Having them is like having a personal coach to guide you through the transition from employee to business owner.”
Julie Beauchamp, Managing Director | Principal
Advest Investment Group
“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
“BTS was invaluable in the transition process. Not sure how I would have done it without them. BTS has a very clear, detailed process making sure all details are covered to transition successfully.”
Matt Fryar, President | Managing Director
Fryar Private Wealth
“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.”
Michael Harrison, Senior Financial Advisor
Wells Fargo Advisors Financial Network
“Let me start off by saying, we wouldn’t be in FINET if it weren’t for Brianna and team at BTS. Everyone was knowledgeable, professional, responsive, courteous, and most important – BEYOND helpful. Our business is up and running and we’ve never been happier. BTS was the spark that got us started as well as the lifeline we needed along the way. Couldn’t recommend this team more. For anyone looking to explore the independent channel, BTS should be your go to. Thank you again to EVERYONE!!”
Ryan E. Kessler, 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
“As we transitioned our business to WFA Finet, BTS provided our team with superb guidance and excellent advice prior to, during and post-transition. Whether it was a small detail like which phone/internet provider to go with, or a larger decision around business structure, BTS was there every step of the way. During a brokerage business transition there are plenty of unknowns, and BTS provided us with the options available and professional advice when we needed it.”
Robert Wilson, Senior Financial Advisor
Willamette Cascade Wealth Management
“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
