Our Numbers Speak for Themselves

Kolinsky Wealth Management has decades of experience, trust and dedication that can help you secure your future.

Check the background of these investment professionals on FINRA’s BrokerCheck.

35

years
in business

100+

qualified retirement
plans created

300+

business
owners served

Services

Investment Advisory Services

The goal of investment advisory services is to help our clients manage, grow and preserve their personal wealth. Kolinsky Wealth Management’s comprehensive range of professional investment management services are used to develop a personalized plan for each client. Our advisors benchmark and review each plan over time to guide our clients’ goals.

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Estate Transfer Planning

A well-designed estate transfer plan not only helps to accumulate and preserve assets during our client’s’ lifetime, but it also aims to help their loved ones obtain financial security. A well-designed plan covers estate taxes, estate liquidity, family income needs and asset distribution. KWM works with attorneys and accountants to form an estate planning team that focuses on the needs of our clients.

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Retirement Plan Consulting

Each of our clients is different and so are the retirement plans we develop for them. A business may require a 401(k) plan, a profit sharing plan, a defined benefits plan or a hybrid combination. Each plan design should have components that reflect a client’s current circumstances and future needs. Kolinsky Wealth Management provides the knowledge and tools to serve our clients’ needs.

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Comprehensive Financial Planning

As financial planners, we provide the vital service of helping clients develop financial goals and a plan to achieve them. Goals may include retiring comfortably, funding a child’s or grandchild’s education, or leaving heirs a large estate. Kolinsky Wealth Management utilizes our knowledge in comprehensive financial planning to identify the approach that works best for each client.

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Insurance Planning Strategies

Kolinsky Wealth Management takes pride in our tax law and accounting professionals. They help provide each client with insurance planning strategies such as asset management, estate tax mitigation, risk management and other wealth management needs.

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Privately Held Business Consulting

A successful business starts with a brilliant idea, but lasting profitability requires a professional team of financial professionals. From key-man insurance and business succession strategies, to taxes and accounting, lasting companies require deliberate, meticulous and careful financial planning for continued success.

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About Us

Kolinsky Wealth Management focuses on long term client relationships. We ascertain a comprehensive understanding of our clients’ finances and construct a customized solution to address their needs. The team at Kolinsky Wealth Management cultivates success by nurturing trusting relationships with clients and working closely with attorneys, accountants and other professionals. With the cumulative experience, resources and values of the KWM team, clients can feel assured of their financial stability and future prosperity.

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Let Us Realize Your Financial Security

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