35 years of experience, 2nd generation and professionals to help secure your future
In 1982 Steven Kolinsky started Kolinsky & Associates and over the next three decades he transformed the company into Kolinsky Wealth Management, an SEC registered investment advisor. Steven Kolinsky is the Managing Member and runs the company with his two sons Jason and Chad Kolinsky who have joined the family business. As a second generation firm and major proponent of the entrepreneurial spirit Kolinsky Wealth Management is continuously looking to the future to ensure the success of their clients and their community for generations to come.
Kolinsky Wealth Management focuses on relationships, not products. Before we present ideas, we work with you to analyze your individual needs, goals, and investment challenges. Only after we have a full understanding of your financial picture do we begin to construct a customized solution that suits your unique needs.
We pride ourselves on an unwavering commitment to integrity, stability, long-term relationships, and the highest standards of service and performance. We look forward to helping you meet your financial goals.
Steven I. Kolinsky
Steven Kolinsky is an Investment Advisor Representative with Kolinsky Wealth Management, LLC, an SEC Registered Investment Advisor, and is also a Registered Representative with The Strategic Financial Alliance, Inc. Since 1982, Steven Kolinsky has provided thousands of clients with sound advice, investment guidance and counsel. Throughout his 35 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
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 with The Strategic Financial Alliance, Inc. At KWM, Jason focuses on Financial Planning Strategies and Wealth Management solutions for businesses and individuals.
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 The Strategic Financial Alliance, Inc. Chad graduated from the University of Miami in 2012. Prior to joining KWM Chad was an investment banker at Barclays Bank, PLC.
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. David is a licensed professional for investments and insurance in many states.
Kanika M. Peters
Director of Retirement Plan Services
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.
Director of Insurance Services
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.
Connie Poveromo joined Kolinsky Wealth Management in 2007 as the Executive Assistant to Steven Kolinsky. In that role, she assists Steven with client services 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.
Janine Kolinsky has been with Kolinsky Wealth Management for over 10 years as the office manager. She graduated from Mercy College in 1982 with a degree in Speech Pathology and Audiology. Janine performs a variety of duties in the day to day functioning of the office.
David G. Mowad
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 The Strategic Financial Alliance, 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.
Coordinator, Retirement Plan Services
Justin McPartland joined Kolinsky Wealth Management in September 2018 as the Retirement Plan Service Coordinator. Justin has a Degree in Finance from the University of Vermont. He is an Investment Advisor Representative for Kolinsky Wealth Management, LLC. Justin likes to hike and ski and is an animal lover. Justin resides in Rockland County, NY
In an effort to be a resource for our community and valued colleagues, Kolinsky Wealth Management participates in local events including public speaking engagements and advisory roundtables. We give back to our community through various philanthropic causes and charities that perpetuate our values. As active members of our vibrant community, we strive to provide useful insight and resources to our neighbors.