CPAs are often clients’ most trusted advisors, offering unbiased service with the sole aim of saving them as much money as possible. As a CPA with a wealth management partnership, this trust can be expanded upon as you provide a holistic, seamless solution for your clients. Partnering with Kolinsky Wealth Management means offering your clients’ services that not only address their immediate needs, but may help them achieve their long-term goals as well.
Partnering with Kolinsky Wealth Management may help you build important business relationships and make valuable industry connections. As we engage with your practice, your sphere of influence will expand, helping you network with the prominent organizations, individuals and business owners who we currently serve.
By developing a dynamic partnership with our experienced, trusted team of advisors, you can complement the services you offer your valued clients and expand your network of beneficial resources.