KT Wealth Management of Middletown

KT Wealth Management of Middletown is a wealth management firm in Middletown, NY, located at 56 Main St Ste 12. The practice serves families and business owners from the Warwick Valley to Long Island, offering specialized guidance through Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA®) credentials. Services include financial planning, retirement transition, investment management, real estate strategies, insurance, and business exit planning. The firm holds a 5.00 rating based on customer reviews.

Kerim Tulun, CFP®, CEPA®, leads the private practice, combining institutional resources with local advisory services. Through a partnership with Vanderbilt Financial Group and Fidelity, the firm accesses the resources of a national institution while maintaining a boutique approach. Tulun’s dual expertise addresses retirement transitions and business exits, focusing on value acceleration to increase company valuation and sustainable retirement income strategies. These include Social Security optimization, Medicare integration, and tax-efficient withdrawal methods.

The firm provides comprehensive insurance solutions, including life, health, disability, and long-term care options. These plans are designed to protect financial security and align with retirement goals. The advisory process begins with a goals conversation to assess fit, followed by a deep dive into income, investments, and objectives to create a personalized financial plan. The practice is active in the Warwick Valley Chamber of Commerce, the Warwick Valley Country Club, and Business Impact Group (BIG) NY.

Clients benefit from a 5.00 rating, reflecting a positive experience with the firm’s specialized wealth management services. The combination of local expertise and institutional backing provides a unique bridge for New York families and business owners navigating complex financial landscapes.

KT Wealth Management of Middletown delivers specialized wealth management in Middletown, NY, leveraging certified expertise to guide families and business owners through retirement and exit strategies with precision and local insight.

BizScoreAI awarded KT Wealth Management a perfect 100 out of 100 for Content Quality, ensuring the website answers customer questions clearly so AI assistants can quote it directly. The firm also achieved a 90 out of 100 Technical score, confirming the site is secure and readable for search engines without errors. Additionally, BizScoreAI ranks the business number 1 of 4 Wealth Management businesses scored in Middletown.

Services:

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