What We Do
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.
“A State of Heart” with Tim Maurer,
Director of Personal Finance for the BAM Alliance.
Our Team
Learn more about our amazing team of professionals.
Team members
Who Are BTL Clients?
Are you one of the following?
Young Professionals
Generations X and Y (born between the early 60s and late 90s) are in the accumulation phase of their lives. These are the years focused on earning and advancement.
Busy Boomers
As an individual or family with seasoned perspective, you know what you want out of life – during your career as well as onward into retirement.
Women and Wealth
Whether single, married, widowed or divorced; leading a career, a non-profit foundation, or a busy household, we help women take control of their personal wealth.
Inheritance or Financial Windfall Recipients
For those that receive a substantial inheritance or unexpected financial windfall, it can be a start to securing their financial future if it is handled with the care it deserves.
Employer Sponsored Retirement Plans
You want to empower your employees to invest successfully toward retirement, but you also want a plan you can manage efficiently and cost-effectively.
For a 1 hour session to talk about your financial goals:
Freeport Office
524 West Stephenson Street, Suite 200
Freeport, IL 61032
Phone: 815.235.9610
Fax: 815.235.9650
Email: info@btlcapital.com
Rockford Office
1415 East State Street, Suite 608
Rockford, IL 61104
Phone: 815.964.9955
Fax: 815.964.3601
Email: info@btlcapital.com
