KERIM TULUN
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Our mission is to improve the lives of clients through sound financial advice, integrity, and a commitment to exceptional service.

Schedule a planning session today
Kerim Tulun
Wealth Management

Our mission is to improve the lives of clients through sound financial advice, integrity, and a commitment to exceptional service.

Kerim Tulun
Wealth Management


Our mission is to improve the lives of clients through sound financial advice, integrity, and a commitment to exceptional service.

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.

Values-Based Investing

Reach out to us to learn more about how you could align your investments with your values and be impactful.

Why KT Wealth Management?

kerim and christy

Multi-custodial Platform

Your money is held directly with industry leading third party custodians.

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

We offer Investment Advisory Services through our partnership with Vanderbilt Financial Group, a 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:

529 Rollovers (coming soon)

January 30, 2023
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The 5 “Hidden” Tax Opportunities To Take Advantage of NOW…

November 29, 2021
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How the Internet Gamed Wall Street’s Short Sellers

January 29, 2021
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