KERIM TULUN
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Helping business owners and millennial families build and preserve wealth for what matters most.

Schedule a planning session today
Kerim Tulun
Wealth Management

Helping business owners and millennial families build and preserve wealth for what matters most.

Kerim Tulun
Wealth Management

Helping business owners and millennial families build and preserve wealth for what matters most.

Areas of Practice:

How we can help

Financial
Planning

Your financial plan serves as the blueprint for our work together. It should be unique to your situation and bring together various aspects of your financial life.

Investment
Management

We seek to understand all of your financial needs so that we can recommend the appropriate investment strategy for you and your family.

Insurance &
Tax Reviews

Tax management and insurance protection is a cornerstone in any healthy financial plan. We make sure everything is accounted for.

Exit
Planning

Business owners have most of their wealth tied up in their business. We help them harvest that wealth during an exit and retire with confidence.

Why KT Wealth Management?

Multi-custodial Platform

Have peace-of-mind knowing your money is safeguarded with established institutions you can trust

CFP®  The Mark of Excellence

We take a holistic, personalized approach to bring all the pieces of your financial life together. As part of the CFP® certification, we have made a commitment to act as a fiduciary when providing financial advice to our clients. This means we have agreed to put your best interests first, above all else.

Registered Investment Advisor

As independent financial advisors, we are not tied to selling bank products. We have complete neutrality when choosing investment solutions for our clients.

Get Started With Your Financial Plan.

Contact Us Today For a Consultation

Recent Blog Posts:

What You Need To Know About Delaware Statutory Trusts

March 1, 2023
Read More

529 Rollovers (coming soon)

January 29, 2023
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The 5 “Hidden” Tax Opportunities To Take Advantage of NOW…

November 29, 2021
Read More
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