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