About Us
KMT Wealth Management adds value to our client’s financial lives through empathy, expertise and an evidenced based framework.
Value without Distraction
Our clients benefit from decades of experience helping successful families invest and plan for their wealth. This includes helping clients avoid making costly behavioral mistakes, such as chasing short-term market volatility, relying on past performance for investment strategy or letting emotions drive decisions during market stress.
With a service model that is different and unique, KMT Wealth Management’s vision is to provide value without distraction and to give you power and peace over your wealth.
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.
A Certified Financial Planner with an MBA in Finance from the Keller Graduate School of Management, Karen earned dual Bachelors of Science Degrees with Honors from the University of Illinois at Urbana-Champaign. She was also a member of the University of Illinois Women’s Ice Hockey team.
Karen advises her clients on financial planning, portfolio construction, asset allocation, trust & estate planning, charitable giving and tax strategies. Recognized as a thought leader in wealth management, Karen has been named a Women of Influence in Finance by the Los Angeles Business Journal.
Named A Women of Influence in Finance by the Los Angeles Business Journal (2024 and 2022)
Selected for intensive, year-long, Women in Leadership Program developed by Daniella Levitt, the Executive Director of Leading Women Executives (2018)
Northern Trust Women in Leadership Business Resource Council (2017-2023)
Completed “Goldman Sachs University”, an exclusive internal employee development program held in person at the NY headquarters (Fall of 2005)
How do you keep emotions out of your decisions and your investment strategy?
