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.

Investment Advisory Services

Kolinsky Wealth Management offers investment advisory services that utilize an agile approach to wealth management that includes a wide range of investment management services in order to tailor an individualized portfolio.

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Estate Transfer Planning

Kolinsky Wealth Management helps to manage the movement of our clients’ assets. Working diligently with an experienced and dedicated estate planning team, your estate will be organized to suit both your wishes and help the future of your loved ones.

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Retirement Plan Consulting

Each financial plan design should have components that reflect a client’s current circumstances and future goals. Kolinsky Wealth Management provides the knowledge and tools to serve our clients’ needs.

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Comprehensive Financial Planning

From asset management and estate planning to insurance needs and business planning strategies, our meticulous approach to comprehensive financial planning will become the road map to help you reach your financial goals.

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Insurance Planning Strategies

Kolinsky Wealth Management takes pride in our tax law and accounting professionals. They help provide each client with insurance planning strategies such as asset management, estate tax mitigation, risk management and other wealth management needs.

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Privately Held Business Consulting

A successful business starts with your brilliant idea, but lasting profitability requires a professional team of financial professionals. From insurance planning, including key-man and business succession strategies, to taxes and accounting, lasting companies require deliberate, meticulous and careful financial planning.

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