35 years of experience to help secure your future

At Kolinsky Wealth Management, our tenured knowledge and experience working with the people of Bergen, Orange, Rockland and Westchester counties have helped build profitable investment strategies for our clients. We pride ourselves in providing private business owners and individuals a sense of financial stability through our services.

Check the background of these investment professionals on FINRA’s BrokerCheck.

Steven I. Kolinsky

CLU, ChFC

Since 1982, Steven Kolinsky has provided thousands of clients with sound advice, investment guidance and counsel. His experience and knowledge have made him a reliable Financial Advisor. Throughout his 30 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 M. Kolinsky

CFP®

Jason Kolinsky is an Investment Advisor Representative with Kolinsky Wealth Management, LLC., an SEC Registered Investment Advisor, and Life and Health Insurance Producer for Kolinsky Financial Group, Inc. He joined the firm in 2007 and is a Registered Representative and a Registered Principal with American Portfolios Financial Services, Inc. At KWM, Jason focuses on Financial Planning Strategies and Wealth Management solutions for businesses and individuals.

Chad Kolinsky

Chad Kolinsky is an Investment Advisor Representative with Kolinsky Wealth Management, LLC., an SEC Registered Investment Advisor. He joined the firm in 2017. He is also a Registered Representative with American Portfolios Financial Services, Inc. Chad graduated from the University of Miami in 2012. He spent time as an investment banker prior to joining KWM.

David Ciano

David 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. In addition, David is a Registered Representative with American Portfolios Financial Services, Inc. David is a licensed professional for investments and insurance in many states.

David G. Mowad

MST, EA

David 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 American Portfolios Financial Services, 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.

Maria Tringalit

Maria joined Kolinsky Wealth Management, LLC in 2010 as the Director of Insurance bringing more than 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 policies as well as service existing policies. Prior to joining Kolinsky Wealth Management, LLC, Maria worked for a number of top tier insurance agencies and a third party marketing group that was a bridge between banks and insurance carriers.

Janine Kolinsky

Janine Kolinsky is the office administrator at Kolinsky Wealth Management, LLC. She graduated from Mercy College in 1982. She has been with KWM for over 10 years.

Kanika Brooks

As Director of Retirement Plan Services at Kolinsky Wealth Management, Kanika administers clients’ 401(k), defined benefit, and defined contribution plans. She handles employee enrollment meetings, retirement plan reviews and ensures plan compliance. She is an Investment Advisor Representative for Kolinsky Wealth Management, LLC. Kanika graduated with a B.A. from Columbia University in the City of New York. She is on the board of directors for the Juanita James Memorial Scholarship Foundation.

Connie Poveromo

Connie Poveromo joined Kolinsky Wealth Management in 2007 as the Executive Assistant to Steven Kolinsky. In that role, she assists Steven with client services, performs the role of office manager 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.