KAREN TATMAN
Founder and CEO
KMT Wealth Management, LLC
Karen Tatman is the founder and CEO of KMT Wealth Management, an SEC registered investment advisory firm that adds value to clients’ financial lives through empathy, expertise and an evidenced based framework. In 2023, Tatman courageously left her corporate role to start up her company and create more space to do what she loves – serving clients as their personal, trusted advisor and sharing her expertise to make a difference in their lives.
Tatman offers more than 25 years of success helping her clients gain greater power and peace over their wealth through goals-based wealth management practices. Her most recent career history includes over 15 years at Northern Trust Wealth Management preceded by her role as an analyst with Goldman Sachs. Tatman stands out as a holistic investment advisor providing personalized advice on financial planning, portfolio construction, asset allocation, trust and estate planning, charitable giving and tax strategies.
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