Let Us Realize Your Financial Security

About Us

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 which is now one of the most trusted wealth management firms in New Jersey.  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.

Services

Investment
Advisory
Services

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Small / Medium
Business
Retirement Plans

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Corporate
Retirement Plan
Consulting

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Section 1031
Tax Deferred
Exchanges

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Estate
Planning

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Comprehensive
Financial
Planning

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Insurance
Planning

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Privately
Held Business
Consulting

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Our Team

At Kolinsky Wealth Management, we pride ourselves on providing private business owners and individuals in Bergen, Orange, Rockland, and Westchester counties a sense of financial stability through our services.

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Case Studies

Kolinsky Wealth Management leverages partnerships with CPAs and other financial professionals to produce financial strategies and mutual goals that may achieve tangible results. Providing our partners the opportunity to create their own success stories is the foundation of our collaborative approach.

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Community

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.