KT Wealth Management of Monroe

KT Wealth Management of Monroe is a Wealth Management firm in Monroe, NY. The practice serves families and business owners across the Warwick Valley and Long Island, including Nassau and Suffolk Counties. Kerim Tulun leads the firm as a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Certified Exit Planning Advisor (CEPA®). He specializes in retirement transition planning and business exit strategies, utilizing Value Acceleration to help business owners increase company valuations. The firm provides guidance on Social Security optimization, Medicare integration, and tax-efficient withdrawal strategies. It also offers insurance services, including life, health, disability, long-term care, and property and casualty insurance. Investment management involves constructing diversified portfolios using equities, fixed income, alternative investments, and cash equivalents. The firm assists with 1031 Exchanges and Delaware Statutory Trusts for real estate investors. Christy Tulun, the Client Services Associate, supports operations with over 20 years of experience in financial services. The team conducts semi-annual strategy sessions to review client progress and adjust strategies. They maintain memberships in the Warwick Valley Chamber of Commerce, the Warwick Valley Country Club, and the Business Impact Group (BIG) NY. The firm holds a 5.00 rating based on customer reviews. The advisory relationship begins with an introductory meeting to determine compatibility, followed by a comprehensive fact-finding phase to gather details on income, investments, and objectives. The team develops a customized financial plan and investment strategy aligned with the client’s risk tolerance and long-term goals. They manage accounts on an advisory fee basis, typically around 1% annually, deducted quarterly. The firm acts as a fiduciary, prioritizing client interests. They provide educational resources and instructional videos to help clients understand market dynamics and their portfolios. The team emphasizes discipline, transparency, and ongoing support to help clients navigate tax complexities and lifestyle goals. KT Wealth Management of Monroe combines institutional resources with local expertise to support financial security for residents of Monroe and the surrounding communities.

BizScoreAI awarded the business a Content Quality score of 100 out of 100, which means the website answers customer questions clearly so AI assistants can quote it directly. The firm achieved a Technical score of 90 out of 100. Additionally, the business ranks number 1 of 7 Wealth Management businesses that BizScoreAI has scored in Monroe.

Services:

• Financial Planning
• Insurance Services
• Investment Management
• Retirement Plans for Small Businesses