Giving You Power And Peace Over Your Wealth

We give successful individuals and their families power and peace over their wealth through our transformative investment planning process rooted in trust, empathy and evidence-based research.
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Don’t miss out on the joy of seeing the full impact you can make with your wealth.

  • Gain peace of mind that you have a plan that is flexible and prepared to support your lifestyle through all market cycles and uncertainty.
  • Know that you are not alone. You have a point person/trusted advisor by your side to navigate any financial life events that come up.
  • Transform fear and secrecy about family finances into connection and openness about the purpose of your wealth.

Get more Joy out of your wealth plan

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We offer

We offer holistic investment management and wealth planning rooted in trust, empathy and evidence-based research. At KMT Wealth Management, clients experience exclusive, personalized care with accessibility and convenience.

We create deep value and are free from the distractions at large institutions:

  • We provide objective advice and are not tied to a firm’s proprietary products.
  • We are not pressured by sales goals.
  • We are able to focus all our time on our clients & their families.

Our Process

Empathize

We care about you. We listen and seek to understand before offering our advice. We want to know: What are your biggest financial concerns? What is most important to you? What does success mean to you? 

Quantify

We take a full inventory of your assets. We quantify the cost of a lifetime of your expenses. We align the two components through our framework to identify opportunities and risks within your wealth plan. 

Simplify

We simplify decisions and give you confidence to take action. We use our framework to run hypothetical scenarios, evaluate tradeoffs and develop the most optimal solutions for you and your family. 
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Meet Karen Tatman, CFP®

Karen Tatman is the Founder and Lead Advisor at KMT Wealth Management. Karen offers 25+ years of success helping her clients gain greater power and peace over their wealth through goals based wealth management practices. Karen’s career history includes over 15 years at Northern Trust Wealth Management preceded by her role as an analyst with Goldman Sachs Asset Management.

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Stop feeling insecure in your finances.

Gain power and peace over your family’s financial wealth.

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You are now leaving the KMT Wealth Management Website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website.

Schwab is a registered broker-dealer, and is not affiliated with KMT Wealth Management or any advisor whose name appears on this Website. KMT Wealth Management is independently owned and operated. Schwab neither endorses nor recommends KMT Wealth Management unless you have been referred to us through the Schwab Advisor Network®. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with KMT Wealth Management under which Schwab provides KMT Wealth Management with services related to your account. Schwab does not review the KMT Wealth Management Website, and makes no representation regarding the content of the Website. The information contained in the KMT Wealth Management Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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