LEVERAGING

30 YEARS OF

EXPERIENCE

30 years of experience, 30 years of strong relationships. Our history
securing your future.

Investment Advisory ServicesEstate Transfer PlanningRetirement Plan ConsultingComplete Financial PlanningInsurance Planning Strategies

Kolinsky Wealth Management

Wealth Management and Financial Service Provider in New Jersey

Kolinsky Wealth Management focuses on relationships, not products. Only after we have a full understanding of your financial picture do we begin to construct a customized solution that suits your unique needs. We succeed by developing trusting relationships with our clients—working closely with attorneys, accountants and other professionals to create personalized wealth management strategies tailored just for you.

The clients we serve are a remarkable and diverse group. They range from successful entrepreneurs and small business owners to high net worth families and corporate executives, all with significant resources to nurture, grow and protect. No matter where you fit into this spectrum, you can be sure that our commitment remains to serve every client as a unique individual with a unique plan to help you meet your financial goals.

Jason M. Kolinsky, CFP(R) Profile | Kolinsky Wealt…

Jason M. Kolinsky, CFP(R) Profile | Kolinsky Wealt…

Kolinsky Wealth Management
Jason Kolinsky is an Investment Advisor Representative with Kolinsky Wealth Management, LLC., an SEC Registered Investment Advisor, and Life and Health Insurance Producer for Kolinsky Financial Group, Inc. He joined the firm in 20…
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2 years agoJason M. Kolinsky, CFP(R) Profile | Kolinsky Wealt…
Investment Advisory Services | Kolinsky Wealth Man…

Investment Advisory Services | Kolinsky Wealth Man…

Kolinsky Wealth Management
NVESTMENT ADVISORY SERVICES The goal of our investment advisory services is to help clients build and protect personal wealth by utilizing detailed, systematic investment strategies. We'll help you develop a personalized plan th…
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2 years agoInvestment Advisory Services | Kolinsky Wealth Man…
Steven Kolinsky Profile | Kolinsky Wealth Manageme…

Steven Kolinsky Profile | Kolinsky Wealth Manageme…

Kolinsky Wealth Management
Since 1982, Steven Kolinsky has provided thousands of clients with sound advice, investment guidance and counsel. His experience and knowledge has made him one of the top Financial Advisers in the country. http://kolinskywealth.c…
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2 years agoSteven Kolinsky Profile | Kolinsky Wealth Manageme…
Insurance Planning Strategies | Kolinsky Wealth Ma…

Insurance Planning Strategies | Kolinsky Wealth Ma…

Kolinsky Wealth Management
INSURANCE PLANNING STRATEGIES Our proven professional expertise is leveraged by access to highly specialized teams. Our team consults with specialists in such areas as tax law and complex accounting issues. http://kolinskywealth…
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2 years agoInsurance Planning Strategies | Kolinsky Wealth Ma…
Estate Planning Strategies | Kolinsky Wealth Manag…

Estate Planning Strategies | Kolinsky Wealth Manag…

Kolinsky Wealth Management
ESTATE PLANNING A well designed estate plan not only helps to accumulate and preserve assets that enhance your financial position during your lifetime, but it should also provide your loved ones the appropriate financial security…
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2 years agoEstate Planning Strategies | Kolinsky Wealth Manag…
Financial Planning | Kolinsky Wealth Management

Financial Planning | Kolinsky Wealth Management

Kolinsky Wealth Management
COMPREHENSIVE FINANCIAL PLANNING Defining specific goals and developing an appropriate plan to accomplish each of them is an important part of an overall financial strategy. Your goals may include retiring comfortably, funding a…
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2 years agoFinancial Planning | Kolinsky Wealth Management
Retirement Plan Consulting & Design | Kolinsky Wea…

Retirement Plan Consulting & Design | Kolinsky Wea…

Kolinsky Wealth Management
RETIREMENT PLAN DESIGN AND CONSULTING Kolinsky Wealth Management's Retirement Planning Division has the resources and depth of experience to provide a variety of retirement plan strategies and services. http://kolinskywealth.c…
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2 years agoRetirement Plan Consulting & Design | Kolinsky Wea…
Long-Term Care Planning | Kolinsky Wealth Manageme…

Long-Term Care Planning | Kolinsky Wealth Manageme…

Kolinsky Wealth Management
How to provide for long-term care. Planning for retirement, healthcare, and home health issues is very important to your financial security. Please see http://kolinskywealth.com/services/retirement-plan-design/
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2 years agoLong-Term Care Planning | Kolinsky Wealth Manageme…
Wealth Management | Kolinsky Wealth Management

Wealth Management | Kolinsky Wealth Management

Kolinsky Wealth Management
KOLINKSY WEALTH MANAGEMENT Wealth Management and Financial Service Provider in New Jersey Kolinsky Wealth Management focuses on relationships, not products. Only after we have a full understanding of your financial picture do we…
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2 years agoWealth Management | Kolinsky Wealth Management
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