KT Wealth Management
56 Main Street, Warwick, NY 10990
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
KT Wealth Management is a finance institution located at 56 Main Street in Warwick, New York, United States. Specializing in working with business owners, our team is dedicated to helping clients reduce taxes, build, and protect wealth. We understand that life can be unpredictable, which is why we believe in the power of financial planning to help clients achieve their goals over time.
Our experienced advisors take the time to fully understand each client's financial aspirations in order to recommend the most suitable investment strategy for them and their families. Tax planning and asset protection are essential components of a solid financial plan, and we ensure that all aspects are carefully considered.
For business owners, we offer guidance on how to maximize wealth during an exit strategy and retire with confidence. Rest assured that your money is safeguarded with reputable institutions that you can trust. As Certified Financial Planners (CFP®), we always act as fiduciaries, prioritizing the best interests of our clients.
As independent advisors, we have the freedom to choose investment solutions that are truly in the best interest of our clients, without being tied to specific bank products. Through our partnership with Vanderbilt Financial Group, a Registered Investment Advisor, we offer personalized investment advisory services that are tailored to each client's unique financial situation.
At KT Wealth Management, we take a holistic approach to financial planning, bringing together all aspects of our clients' financial lives. Our commitment to acting as fiduciaries means that we always put our clients' best interests first, providing them with confidence today and security for tomorrow.
Reviews
"I was referred by a friend to work with Kerim at KT Wealth Management and I could not be happier. I explained to Kerim my financial goals and he put together a great plan for me. Kerim is a true professional and someone you're going to need for 2024 and beyond!!"
"As a business owner, I was looking for the right way to reduce taxes and grow my retirement. Kerim and his team at KT Wealth Management have designed a thoughtful plan to get me on the right track. They treat me like family and are a pleasure to work with. I highly recommend Kerim and his team !"
"Kerim has been helping me for for the last few years with retirement planning and tax strategy and I couldn’t be happier. He is a true professional and has a genuine care for his clients. It’s a pleasure working with him!"
"Spending the summer interning with Kerim at KT Wealth Management was an unbeatable learning opportunity. Not only was I able to better understand and explore financial planning, investment management, and the stock market, but also saw the steps it takes to form strong client bonds. The honesty, kindness, and commitment Kerim shows every client allows him to create tailored financial solutions and plans to help clients achieve their financial goals. I am grateful to have had the opportunity to learn from someone as knowledgeable and client-focused as Kerim and I would highly recommend KT Wealth Management to anyone seeking a top-notch financial planner."
"I recently had the pleasure of working with Kerim and the KT Wealth Management Team. They provided a thorough understanding of my financial goals and tailored their advice to my specific concerns. Their personalized approach and professionalism has really set them apart from the rest and I now feel more secure in my financial future. Highly recommend them!"
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