Starting and maintaining a small business in the current competitive marketplace takes perseverance, skill and the right professional team. Continuing profitability is possible when dedicated and knowledgeable professionals collaborate, sharing their resources and knowledge. From insurance planning and business succession strategies to tax and retirement planning, business owners need deliberate and meticulous financial advisors by their side.

At Kolinsky Wealth Management, our 35 years of experience working with the people of Bergen, Orange, Rockland and Westchester counties have helped build countless profitable businesses that continue to serve their communities. We pride ourselves in helping give business owners a sense of financial stability and assurance through our services.

How We Can Help

Finding trusted partners is essential in delegating responsibilities to concentrate on what matters most—growing your business. If you are a business owner in Bergen, Orange, Rockland or Westchester counties, our staff of professionals have the proficiency to help you build financial stability that stands the test of time. From insurance planning to designing and implementing a retirement plan, the team at KWM is here to support both you and your business.

Our Experience

For decades, KWM has provided unique and impactful services to business owners. The partnerships we have established with CPAs and other financial professionals have proven to be extremely beneficial to our clients, which complement our services and offer investors a broad spectrum of resources.

Our Commitment

At KWM, our core foundation is built on consistency, reliability and trust. We are dedicated to helping the business owners within our communities get closer to their financial goals by providing effective financial planning and counsel. Our attention to detail, knowledge and genuine concern for your success will make Kolinsky Wealth Management a trusted partner for your business needs well into the future.

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