No two investors are alike. Each investor has unique goals and risk tolerance. For that reason, Kolinsky Wealth Management customizes investment advisory services for the individual’s needs. Whether your money is in a qualified retirement account or a taxable brokerage account, KWM has a suitable investment solution available.
As an independent registered investment advisor (RIA), KWM is not part of any global conglomerate. We take pride in finding the best and most suitable investments for our clients. We are not beholden to any one company or product.
Asset Allocation Modeling: From equities to fixed income, domestic to international, our asset allocation models diversify your investments to find the most suitable combination of risk and reward.
Institutional Asset Management: KWM provides you access to some of the most well-respected asset managers in today’s financial landscape. It is our job to constantly research and work with the asset managers to help you achieve your goals.
Fixed Income Strategies: Given the scope of debt markets, a particular level of knowledge and experience is needed to develop fixed income strategies that provide the stability, yield and liquidity demanded by an individual investor.
Alternative Investments: With KWM, alternative investments are available to further diversify your portfolio. We strongly believe non-market correlated assets, such as real estate and private debt, play an essential role in your portfolio.
Mutual Fund and ETF Portfolio Solutions: With thousands of mutual funds and exchange-traded funds available to investors, our knowledge helps to integrate these diversified instruments in a suitable, cost-efficient approach that works well for our investors.
Ongoing Monitoring and Comprehensive Reporting: Transparency and vigilance are the foundation of effective wealth management. Our client’s are able to continuously monitor account performance and activity. Quarterly statements and reports provide our clients extensive insights on their investment portfolios.
Advisory services allow a wealth manager to assemble an investment strategy by leveraging the breadth of the investment world to tailor an individualized portfolio.Your financial goals and risk tolerance can change over time. Our advisory services provide the agility needed to fulfill your evolving investment needs.
How Kolinsky Wealth Management Can Help
Our knowledge is built upon 35 years of wealth management experience. The KWM team has helped guide clients through nearly every market condition with a consistency and professionalism that sets us apart.
KWM is built upon the knowledge of our unique team. With CFPs and professionals on staff, our collective knowledge base is the foundation to our success and what distinguishes our firm.
KWM is a wealth management firm that takes pride in servicing clients in our local community. Our sole focus is helping our clients and neighbors reach their financial goals.