About the BTR Team
The BTR (“Balanced Total Return”) Team applies a time-tested, fundamentally driven, bottoms-up approach to Advisor team-managed client investment portfolios. Our guiding principle is to align our clients’ portfolios with their financial objectives. We present our financial advisory services with a focused client-advisor perspective and a dedicated back-up advisor to support ongoing client relationships. We also believe our experience with estate planners, attorneys, and tax advisors helps deliver compassionate yet outcome-focused results for the next generation. Moreover, we aim to be readily available to clarify financial questions for all our clients. The BTR team believes that our professionalism, integrity, and experience fuel our “go the extra mile” vision of financial advising.
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Featured Back Issues
For a sampling of our perspectives during key times of investment volatility and opportunity, we’ve curated past editions of our newsletter.
These were published prior to when BTR Capital Management and Wealth Enhancement Group joined forces. Back issues are for illustrative purposes only, and the information in these materials is not intended as a recommendation.
Current Clients
Contact this team via email or phone at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation
Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24. USA Today: Awarded 4/23/25 for the five-year period ending January 2025.