CPAs are often clients’ most trusted advisors, offering unbiased services. As a CPA with a wealth management partnership, this trust can be expanded upon as you provide a comprehensive, seamless solution for your clients. Our business is built on over 35 years of experience partnering with CPAs. We pioneered the partnership between CPA and financial advisor. We can elevate your position with your clients by providing truly exceptional service with you, the CPA, at the helm.
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.
This may not be representative of other clients.
Case Study 1
A 55-year old Business Owner was looking to enhance his retirement plan. We were able to design a Defined Benefit retirement program that allowed the Owner to contribute approximately $255,000, of which he would receive $244,000 or 94% of the contribution.