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Our Services

With your financial goals in mind, we construct a customized solution that suits your unique needs. With our knowledge and our wide range of services, we create personalized wealth management strategies tailored just for you.

Let Us Realize Your Financial Security

Investment Advisory Services

We are an independent federally registered investment advisory firm.  We focus on creating custom portfolios that help grow, manage, and preserve our client’s wealth. Kolinsky Wealth Management’s comprehensive range of professional investment services are used to develop a personalized plan for each client.  By utilizing traditional and alternative asset classes in our asset allocated strategies, we better diversify our client’s portfolios and position them for long term growth.

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Small / Medium Business Retirement Plans

Small / Medium Business Owners and Corporations face unique challenges that require the knowledge of an entrepreneurial firm like KWM.  A qualified retirement plan can provide large tax deductions while allowing the business owners to save for their retirement. Qualified plans include a 401(k) Plan, a profit sharing plan, a defined benefit plan or a hybrid combination.

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Corporate Retirement Plan Consulting

Kolinsky Wealth Management is a member of Retirement Plan Advisory Group (RPAG), a national alliance of accomplished advisors whose intelligence and ingenuity combine to create tangible value for sponsors and participants of qualified and non-qualified retirement plans.  Our alliance represents 370 members in 45 states, serving 21,000 plan sponsors with $86 Billion in collective assets under advisement.  We offer objectivity and attention of an independent advisor with strength and resources of a national leader.

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Section 1031 Tax Deferred Exchanges

Section 1031 of the Internal Revenue Code provides an effective strategy for deferring capital gains tax that you may incur when selling your business/investment properties.  By exchanging the property with like-kind real estate, property owners may defer their tax and use all of the proceeds from the sale to purchase of replacement property.  1031 Exchanges are one of the most tax efficient ways for real estate owners to preserve and build their wealth.

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Estate Planning

Estate Planning is about more than reducing estate taxes and increasing estate liquidity.  We spend hours with clients helping them plan what assets pass to which child or other family members.  We help you outline your plan before sending you to an estate planning attorney to prepare your documents.  KWM coordinates our plan with your accountant and attorney to create you estate planning team.

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Comprehensive Financial Planning

The most effective financial planning takes every aspect of a person’s financial life:  investing, taxes, cash flow, insurance needs, retirement planning and much more, and integrates it into a comprehensive strategy that is thorough yet straightforward.  With a strategy to guide the way, you can achieve long term financial goals.

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Insurance Planning

Insurance planning is a vital part of a successful financial plan.  Our focus on life insurance, disability insurance, and long term care coverage will make sure that all potential risks are covered.  We have the ability to work with most major insurance carriers through our affiliated firm Kolinsky Financial Group, Inc.

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Privately Held Business Consulting

Starting and maintaining a 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.

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