40+ years of experience, 2nd generation and professionals to help secure your future
About Us
In 1982 Steven Kolinsky started Kolinsky & Associates and over the next three decades he transformed the company into Kolinsky Wealth Management, an SEC registered investment advisor. Steven Kolinsky is the Managing Member and runs the company with his two sons Jason and Chad Kolinsky who have joined the family business. As a second generation firm and major proponent of the entrepreneurial spirit Kolinsky Wealth Management is continuously looking to the future to ensure the success of their clients and their community for generations to come.
Kolinsky Wealth Management focuses on relationships, not products. Before we present ideas, we work with you to analyze your individual needs, goals, and investment challenges. 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 pride ourselves on an unwavering commitment to integrity, stability, long-term relationships, and the highest standards of service and performance. We look forward to helping you meet your financial goals.
Steven I. Kolinsky
CLU, ChFC
Steven Kolinsky is an Investment Advisor Representative with Kolinsky Wealth Management, LLC, an SEC Registered Investment Advisor, and is also a Registered Representative with The Strategic Financial Alliance, Inc.
Since 1982, Steven Kolinsky has provided thousands of clients with sound advice, investment guidance and counsel. Throughout his 40+ years, Kolinsky has worked with a diverse group of high net worth individuals, families, and business owners providing them with a variety of financial services and insurance solutions.
Jason Kolinsky
CFP®
Jason Kolinsky is an Investment Advisor Representative with Kolinsky Wealth Management, LLC, an SEC Registered Investment Advisor, and a Life and Health Insurance Producer for Kolinsky Financial Group, Inc.
He joined the firm in 2007 and is a Registered Representative with The Strategic Financial Alliance, Inc. At KWM, Jason focuses on Financial Planning Strategies and Wealth Management solutions for businesses and individuals.
Chad Kolinsky
CFA® charterholder
Chad Kolinsky became a CFA® charterholder in 2021 and is an Investment Advisor Representative with Kolinsky Wealth Management, LLC, an SEC Registered Investment Advisor. He is also a Registered Representative with The Strategic Financial Alliance, Inc.
Chad has been with Kolinsky Wealth Management, LLC, for more than five years. Chad graduated from the University of Miami in 2012 with a degree in Finance. Prior to joining KWM, Chad was an investment banker at Barclays Bank, PLC.
David Ciano
Vice PresidentDavid Ciano joined Kolinsky Financial Group Inc. in 1997 as Vice President of the Investment Division. He has constant contact with our clients and oversees their portfolios. He is an Investment Advisor Representative for Kolinsky Wealth Management, LLC., an SEC Registered Investment Advisor. David is a licensed professional for investments and insurance in many states.
Connie Poveromo
Executive AssistantConnie Poveromo joined Kolinsky Wealth Management in 2007 as the Executive Assistant to Steven Kolinsky. In that role, she assists Steven with client services and is the first point of contact for many clients. Connie has more than 30 years of experience in banking and the broader financial services industry.
Melissa Zerrenner
Executive AssistantMelissa has been a part of Kolinsky Wealth Management since early 2023, serving as Executive Assistant to Jason Kolinsky. Melissa is a true tri-state native, hailing from Northeastern Connecticut and now residing in Bergen County, New Jersey. Melissa brings many years of experience supporting executive-level management in the pharmaceutical industry. In her free time, you can find Melissa cooking new recipes, keeping up with Pilates or enjoying time with her friends & family.
David Nagelhout
Senior Manager, Retirement Plan ServicesDavid joined Kolinsky Wealth Management, LLC in early 2024 as Senior Manager, Retirement Plan Services. Previously, he worked at PRIME Pensions and PRCA. David earned his degree in Actuarial Mathematics from Bryant University. David has an extensive background in Retirement Plan Administration, serving the industry for over the past 25 years. David is a devoted baseball fan and a lifelong supporter of the New York Mets. Whether it’s assisting with the annual data requests or answering questions plan participants may have regarding eligibility, rollovers, or contributions, David is here to assist you.
Justin McPartland
Manager, Investments & Due DiligenceJustin McPartland joined Kolinsky Wealth Management, LLC, over six years ago as the Manager, Retirement Plan Services. Justin was promoted to Manager, Investments & Due Diligence in early 2024. In his new role, Justin will provide our investment committee high-quality research and due diligence. He will help deliver tailored investment solutions that meet our clients' unique needs and expectations. Justin earned his Degree in Finance from the University of Vermont, and he is also a 2024 Level III candidate in the CFA Program. Justin currently resides in Rockland County, NY. In his spare time, Justin enjoys mountain climbing and skiing on the wintery slopes throughout the cold months.
Maria Tringali
Director, Insurance ServicesMaria joined Kolinsky Wealth Management, LLC in 2010 as the Director of Insurance, bringing over 20 years of experience in insurance and financial services. In that role, Maria works directly with clients to underwrite life, disability, and long-term care insurance and service existing policies. Before joining Kolinsky Wealth Management, LLC, Maria worked for several top-tier insurance agencies and a third-party marketing group, bridging banks and insurance carriers.
Janine Kolinsky
Office ManagerAs Office Manager, Janine Kolinsky has been with Kolinsky Wealth Management for over ten years. She graduated from Mercy College in 1982 with a Speech Pathology and Audiology degree. Janine performs a variety of duties across the day-to-day functioning of the office.
David Mowad
CFP®, CIMA®, CPWA®, MST, EADavid Mowad is an Investment Advisor Representative with Kolinsky Wealth Management, LLC., an SEC Registered Investment Advisor. He joined the firm in 2016 and is a Registered Representative with The Strategic Financial Alliance, Inc. David is also a Life Insurance Producer with Kolinsky Financial Group, Inc. Since 2004 David has owned and operated a successful tiling business. David has worked with hundreds of customers in his career. His customers have often relied on him for advice and enjoy working with him.
Community
In an effort to be a resource for our community and valued colleagues, Kolinsky Wealth Management participates in local events including public speaking engagements and advisory roundtables. We give back to our community through various philanthropic causes and charities that perpetuate our values. As active members of our vibrant community, we strive to provide useful insight and resources to our neighbors.
