>> Jason Kolinsky, CFP®, CERTIFIED FINANCIAL PLANNER™ Professional

Investment Advisory ServicesEstate Transfer PlanningRetirement Plan ConsultingComplete Financial PlanningInsurance Planning Strategies

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.

As our clients are different, so are the retirement plans we develop for them. High net worth individuals sometimes require unique elements to their plans. Businesses may require a 401(k) plan, a profit sharing plan, a defined benefits plan or even a hybrid combination. Each plan design should have components that reflect a client’s current circumstances and future needs. It is our goal to provide the expertise and tools that will help ensure a secure financial future for each of our clients.

KLW_1883_Comp5Kolinsky Wealth is a member firm of Retirement Plan Advisory Group (RPAG), a national alliance of accomplished advisors whose intelligence and ingenuity combine to create tangible value for sponsors and participants of qualified and nonqualified retirement plans. Our alliance represents 370 member firms in 45 states, serving 21,000 plan sponsors with $86 billion in collective assets under advisement. We offer objectivity and attention of an independent advisor with strength and resources of a national leader.

Our services include:

  • Fee Benchmarking and Vendor Searches through our B3 Provider AnalysisSM
  • Independent Investment Due Diligence using the proprietary ScorecardSM System
  • Fiduciary Guidance, utilizing the Fiduciary Fitness ProgramTM
  • High-touch Participant Education delivering a roadmap to retirement

We have built our business on personal relationships and referrals from clients like you. Please download our referral form below.
We have been working with Kolinsky Wealth Management, LLC. for more than twenty years. I have trusted them to handle my personal money as well as insurance. I have always found them to be very responsive and knowledgeable.
Al Muhlrad, Remee Products
If you are like me, when you meet with your financial advisor after 15 minutes my eyes glaze over and your mind is spinning. If that is the case, then Kolinsky Wealth Management is the firm for you. My expertise is not financial investing nor do I want it to be. However, I do want to protect my investments and maximize my return. Kolinsky Wealth Management has guided me thru this process. My account is as diversified as I want it to be. They come up with suggestions from the ultra conservative to more imaginative investments. I am not ready to retire yet and do not want to accept the minimum return. Working with Steve and his staff is very comfortable and I don’t feel like I am settling. They don’t waste your time with idle chit-chat and you receive an email or call back within the same business day. If you don’t want to settle for the same old same old Kolinsky Wealth Management is the place for you.
No Nonsense Business ApproachCraig O’Donnell, President,Summerlin West LLC, Wappinger Falls, NY
One of Kolinsky Wealth Management’s best qualities is that the employees actually listen to what its client’s wishes are.
Stewart Alpert
Steven has provided invaluable service and advice to me and my company at a time when financial markets were in turmoil. His advice was very helpful to navigate this very difficult period. I work closely with various members of the Kolinsky Wealth staff and all have been professional and efficient in serving my needs.
Jeff Haber, W&W Glass