WHO WE ARE

Know About Us

Welcome to KT Wealth Management, a private wealth management practice serving the unique needs of businesses and families to minimize taxes while fostering the growth and protection of wealth.

Founded on principles of integrity, expertise, and personalized service, we strive to empower clients to achieve their financial goals.

At the heart of our approach is a commitment to understanding each client’s unique goals, values, and circumstances, allowing us to tailor strategies to meet their specific needs, whether it’s retirement planning, education savings, or navigating life transitions. ​​

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Our Mission

At KT Wealth Management, our mission is simple: to provide comprehensive, customized financial solutions that align with our clients’ unique needs and aspirations. We believe that financial success is not a destination but a journey, and we are committed to walking alongside our clients every step of the way, offering guidance, support, and expertise to help them make informed decisions and pursue their financial dreams.

Our Core Values

Our core values serve as the foundation of our firm and the driving force behind our success. From our unwavering commitment to integrity and ethics to our relentless pursuit of excellence and innovation, these values shape everything we do at KT Wealth Management. They ensure that we always act in our clients’ best interests, maintain the highest standards of professionalism, and strive to exceed expectations in everything we do.

Meet The Team

Our team is working everyday to build a better world & help ensure you get the best services.

Partnering with Excellence

Vanderbilt Financial Group

As independent financial advisors, we offer investment advisory services for our clients through our partnership with Vanderbilt Financial Group, a Registered Investment Advisor & Broker Dealer based in Long Island. Incepted over 50 years ago, Vanderbilt manages over $8 billion of capital for a client base which includes professionals, families, trusts, pensions, institutions and more. They are independently operated and have approximately 200 advisors across the U.S.

Known as “The Sustainable Wealth Management Firm”, Vanderbilt Financial Group maintains a focus on impact investing. A sustainable business focuses on a triple bottom line: people, planet, profit. Vanderbilt incorporates principles of sustainability into each of their business decisions.

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Kerim Tulun CFP®, CEPA®

Founder & Financial Advisor

  • 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 has earned the highly regarded CERTIFIED FINANCIAL PLANNER™ designation. The CFP® certification has become the recognized standard of excellence for personal financial planning. Rigorous testing in a wide range of topic areas, experience requirements and strict ongoing ethical conduct are necessary to obtain and hold the CFP® certification mark. Kerim maintains his series 7, 66 licenses as well as the New York State life and health insurance licenses.
  • Recently, Kerim earned the prestigious Certified Exit Planning Advisor (CEPA®) designation, which equips him with the specialized knowledge and skills to guide business owners through the complex process of exit planning. The Certified Exit Planning Advisor (CEPA®) designation is the leading credential for professionals who assist business owners in planning and executing successful exits from their businesses. This comprehensive program, offered by the Exit Planning Institute, covers a wide range of topics including business valuation, strategic growth, transition planning, and personal financial planning.
  • Prior to joining Vanderbilt in 2018, he spent several years at a major wall street firm, managing portfolios and providing comprehensive financial planning services for families and businesses.
  • Away from work, Kerim is the ultimate family man and fitness enthusiast. He enjoys spending his time with his wife Victoria and their children Taner and Flora. Kerim is active in the community as a current sitting board member for the Warwick Valley Chamber of Commerce. One of his most rewarding charitable experiences has been volunteering his time with Big Brothers Big Sisters of Long Island, where he was a mentor, friend, supporter, and a positive and consistent addition to the life of a child.
  • Christy brings over 20 years of experience working in the financial services field. She joined Vanderbilt Financial Group in 2018 as an operations associate and has been promoted to Meeting and Event Coordinator. Most recently, she joined KT Wealth Management in 2021 as Client Service Associate. Christy delivers exemplary client service with a close attention to detail to exceed clients’ expectations. She works closely with Kerim to respond to client service requests in a timely and efficient manner.

  • Outside of work, Christy is Co-President of the SEPTA at her son’s school and a Girl Scout Troop Leader for her daughter’s Junior Troop where she is helping the girls earn their bronze award with an impactful project for their community.

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Christianna Crapo

Client Services Associate

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Rick Hyman

Insurance Specialist

  • Rick Hyman advises KTWM’s clients as an Insurance Specialist. With more than 20 years of experience in the financial services industry, Rick specializes in assisting Advisors and Individuals with their advanced Life Insurance/Long Term Care Design, review and implementation.

  • Prior to joining Vanderbilt Financial Group, Rick spent his time working exclusively with Financial Advisors and their clients in a consultative manner regarding Insurance Planning as it relates to Estate Planning, Business Planning and Risk Management.

  • Rick holds the following designations and licenses: Series 6 & 63

  • Rick spends a lot of his free time with his family and traveling. He also is big into fitness and living an overall active lifestyle. 

Get Started Today

Ready to take control of your financial future? Contact us today to schedule a consultation and discover how KT Wealth Management can help you achieve your goals and live the life you’ve always imagined.

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