Bridging the Gap Between
Your Success and Your Legacy
From the North Shore of Long Island to the heart of the Warwick Valley,
we provide the sophisticated tax, retirement, and exit strategies required
for New York’s complex financial landscape.
Who We Are
A Private Practice with Institutional Power. KT Wealth Management is a private wealth management practice serving the unique needs of families and business owners. We believe financial success is a journey, and we are committed to walking alongside you—whether you are growing a business on Long Island or planning a peaceful retirement in Warwick.
Through our partnership with Vanderbilt Financial Group, a firm managing over $20 billion based in Long Island, we offer our clients the resources of a national institution with the personal, boutique feel of a local advisor.
Meet Kerim Tulun, CFP®, CEPA®
Your Partner in Transition. Kerim Tulun is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Certified Exit Planning Advisor (CEPA®). His dual expertise allows him to solve the two most complex puzzles in wealth management: The Retirement Transition and The Business Exit.
As a CEPA®, Kerim understands that your business is likely your largest asset. He specializes in Value Acceleration—helping you increase your company’s valuation today so you can exit on your own terms tomorrow.
As a CFP®, Kerim specializes in turning a lifetime of savings into a sustainable “retirement paycheck.” He provides expert guidance on Social Security optimization, Medicare integration, and tax-efficient withdrawal strategies.
Serving the Warwick Valley and Long Island. We don’t just work in these communities; we live in them. Kerim’s involvement across both regions ensures he stays connected to the families and business owners he serves.
Kerim is a proud board member of the Warwick Valley Chamber of Commerce, where he supports local economic growth. When he isn’t in the office, he is an active member of the Warwick Valley Country Club, staying connected with the local community and enjoying the unique lifestyle the valley offers.
Kerim maintains deep professional ties to the Island as a member of the Business Impact Group (BIG) NY, a premier network of high-level professionals. He also continues to support Big Brothers Big Sisters of Long Island, where he has spent years as a mentor and advocate for local youth.
Meet Christianna Crapo
Client Services Associate. With over 20 years of experience in financial services, Christy delivers white-glove service and attention to detail. Based out of our Long Island operations hub, she works closely with Kerim to ensure every client request is handled with efficiency and care.
