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About Us

A Partner for Your Retirement Success

A Partner for Your Retirement Success

Your retirement is something to look forward to with eagerness and anticipation—not fear or worry. Many people approaching retirement age, however, aren't sure if they are ready to retire. Even with significant accumulated wealth, one question always arises: "How do I make my wealth work for me throughout retirement so that I don't run out of money?"

Since 2006, our goal has been to help people like you become more retirement ready, and to retire successfully without compromising your goals. Our hands-on approach to asset management keeps your assets working for you, so you can retire with confidence, knowing that your nest egg will be protected in the tough times.

Staying Focused on Your Needs

Staying Focused on Your Needs

As a small, independent firm, we value building close, personal relationships with our clients to better understand their needs. Customized financial plans are prepared and adjusted as needed to accommodate personal goals, tolerance for risk, and overall retirement timeline.

Above all, we give our clients peace of mind. With KT Wealth Group, you don’t have to constantly worry about your retirement funds and assets. We can give you a clear picture of your financial situation, so that you can give yourself permission to enjoy your retirement years.

Advisors with Decades of Experience

Though KT Wealth Group began in 2006, we’ve been in the game for much longer than that. Together, we accumulated 40 years of experience before building our own firm, and have continued to grow and gain experience together for the last 15 years. Learn more about us below. 

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