2nd Generation, Full-service Wealth Management Firm
Founded by Steven Kolinsky in 1982, Kolinsky Wealth Management (KWM) is a full-service wealth management firm serving high net worth individuals and business owners throughout the US. Based in Ramsey, NJ KWM provides a comprehensive range of financial solutions for their clients including Investment Advisory Services, Retirement Plan Design and Consulting, Wealth Transfer Planning, and Financial Planning. Steven is joined by his sons, Jason and Chad, ensuring a second generation at Kolinsky Wealth Management, LLC.
KWM is an SEC registered investment advisor