Empowering businesses and families to optimize tax strategies while nurturing wealth growth and security.

How we can help you achieve your goals

Financial
Planning

We’ll help you organize your financial life, identify your most important financial goals, and chart a clear course to achieve them, supporting you every step of the way.

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Investment
Management

We don’t believe in chasing arbitrary numbers. Instead, we personalize and monitor investment strategies tailored to your unique financial goals.

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Insurance
Services

Ensuring your family and assets are protected against life’s “what ifs” is crucial for financial security. We’ll thoroughly review your current coverages to identify and address any potential gaps.

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Financial well-being is only a click away.

Discover how our personalized wealth management solutions can help you achieve your financial goals.

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About Kerim

Kerim Tulun is a CERTIFIED FINANCIAL PLANNER™ (CFP®), and Certified Exit Planning Advisor (CEPA®) dedicated to helping families and businesses achieve their financial goals. With a strong commitment to providing comprehensive and personalized financial planning services, Kerim works closely with clients to navigate the complexities of wealth management and business transitions.

Kerim Tulun CFP®, CEPA®

Founder & Financial Advisor

Client Testimonials

Rated and reviewed on Google

Esther Woo

I highly recommend Kerim and team at KT Wealth Management. Every interaction from the start has been seamless, and Kerim does an incredibly good job of really understanding the client's needs. He is trustworthy, knowledgeable, and extremely patient in explaining everything in a way that is easy for me to digest!

Brittany Gervasi

I highly recommend Kerim! He is extremely knowledgeable, patient, personable and trustworthy. He takes the time to understand your wants and needs for your life and finances. He is very reliable and will put into action the best plan for YOU. He explains any questions you have and is attentive. I’m thankful for Kerim and to have someone I feel secure working with.

Paul Gambardella

I was referred by a friend to work with Kerim at KT Wealth Management and I could not be happier. I explained to Kerim my financial goals and he put together a great plan for me. Kerim is a true professional and someone you're going to need for 2024 and beyond!!

AJ Johansen

As a business owner, I was looking for the right way to reduce taxes and grow my retirement. Kerim and his team at KT Wealth Management have designed a thoughtful plan to get me on the right track. They treat me like family and are a pleasure to work with. I highly recommend Kerim and his team !

Danny P

I've been working with Kerim for years. He is very knowledgeable, friendly and professional and helped me establish a financial plan based on my age, available funds and wishes. We've had several personalized phone calls which have been informative and comfortable. I'd recommend his services to anyone.

Jason Aro

Kerim has been helping me for for the last few years with retirement planning and tax strategy and I couldn’t be happier. He is a true professional and has a genuine care for his clients. It’s a pleasure working with him!

Safeguard Your Accounts with Fidelity | NFS

KT Wealth Management is proud to offer Fidelity | NFS as our custodian, one of the largest clearing providers in the industry. Many of the world’s leading financial services firms trust National Financial Services LLC to manage their clients’ assets. As an indirect, wholly-owned subsidiary of Fidelity Investments, Fidelity | NFS serves top wealth managers, RIAs, family offices, and investment advisors across numerous countries. Fidelity Investments is one of the world’s most respected financial institutions, a global leader in investment management and research with a strong heritage of financial excellence.

With the robust support of Fidelity | NFS safeguarding our clients’ assets and access to Fidelity’s Institutional Research, KT Wealth Management is empowered to support clients with achieving their most important financial goals.

A Guide To Your Brokerage Account (PDF)

FAQ

Are you a fiduciary?

“At all times when providing Financial Advice to a client, a CFP® professional must act as a fiduciary, and therefore, act in the best interests of the Client.” – CFP Board

How do you get paid?

Advisory fees– We get paid based on the value of the account we manage for you. For example, if your account value is $500,000, our 1% annual fee would come out to $5,000/year, or $1,250/quarter. The fee is deducted from your account at the beginning of each quarter.
Financial planning fees– Just like building a home needs a blueprint before pouring the foundation, we believe every client should have a personalized financial plan before allocating capital to investments. Our fee will vary from $2,000-$10,000 depending on the complexity of the work.
Commissions– We occasionally offer solutions that charge an upfront commission such as life insurance or a 1031 Delaware Statutory Trust. In these cases, the insurance company or the sponsoring real estate company pay us directly and you are not charged directly for our service.

Do you have a minimum?

$250,000 and up for our investment management services and/or a $2,000 minimum planning fee.

Do you offer insurance?

As part of the financial planning process, we go through with clients, we often uncover a gap in coverage where we’ll recommend adding additional insurance. We offer Life, Disability and Long-Term care insurance.

Empowering businesses and families to optimize tax strategies while nurturing wealth growth and security.

How we can help you achieve your goals

Financial
Planning

Investment
Management

Insurance
Services

Financial well-being is only a click away.

About Kerim