KT Wealth Management of Monroe

KT Wealth Management of Monroe is a wealth management firm in Monroe, NY. It serves families and business owners across the region, offering financial planning, investment management, real estate exit strategies, insurance services, and business value planning. The firm provides guidance on retirement transitions, Social Security optimization, Medicare integration, and tax-efficient withdrawal strategies. It also specializes in business exit planning and value acceleration for company owners. The practice holds a 5.00 rating based on client reviews.

The firm operates as a private practice with institutional backing through its partnership with Vanderbilt Financial Group. Kerim Tulun, the lead advisor, holds both the CFP and CEPA designations, focusing on the intersection of retirement planning and business exit strategies. He assists clients in increasing company valuation prior to an exit and in structuring sustainable income streams from retirement assets. The firm’s approach includes a goals conversation, a detailed discovery phase to assess income, investments, and tax considerations, and the development of a personalized financial plan. Insurance offerings cover life, health, disability, and long-term care needs. The firm maintains active membership in the Warwick Valley Chamber of Commerce, the Warwick Valley Country Club, and Business Impact Group NY.

The business is located in Monroe, NY, with additional offices in Woodbury, NY, and Warwick, NY. The Warwick office is situated at 56 Main Street, while the Woodbury office is located at 125 Froehlich Farm Boulevard.

KT Wealth Management of Monroe provides specialized financial guidance for New York families and business owners, combining local market knowledge with the resources of a larger institutional partner to address complex tax, retirement, and exit strategy needs.

Services:

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