General Info

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 donâ??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.