KERIM TULUN
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Working with business owners to reduce taxes, build and protect wealth

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Kerim Tulun
Wealth Management

Working with business owners to reduce taxes, build and protect wealth

Kerim Tulun
Wealth Management

Working with business owners to reduce taxes, build and protect wealth

Areas of Practice:

How we can help

Ongoing Financial
Planning

Life happens! We strongly believe financial planning over time will help you realize your financial goals.

Investment
Management

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

Insurance &
Tax Reviews

Tax planning and asset 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

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.

KT Wealth Management Google Review

Get Started With Your Financial Plan.

Contact Us Today For a Consultation

Recent Blog Posts:

Optimal Order of Investing Your Money

February 5, 2024
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Roth IRA Benefits + 5 Year Rules

January 19, 2024
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Which is better? Lump sum or Dollar Cost Average $100k?

January 11, 2024
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