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

As independent investment advisors, we focus on creating custom portfolios that help manage, grow and preserve our client’s wealth. Kolinsky Wealth Management’s comprehensive range of professional investment management services are used to develop a personalized plan for each client. Through asset allocation, we diversify our client’s portfolios and position them for long-term growth.

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Estate Planning

A well-designed estate plan can reduce estate taxes, increase estate liquidity, fund family income needs and asset distribution. KWM works with attorneys and accountants to form an estate planning team that focuses on the needs of our clients.

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Small Business Retirement Plans

Small Business Owners face unique challenges that require the knowledge of an entrepreneurial firm like KWM. A qualified retirement plan can provide current income tax deductions while allowing the business owners to save for their retirement. This can include a 401(k) plan, a profit sharing plan, a defined benefits plan or a hybrid combination. Each plan design has components that reflect a client’s current circumstances and future needs.

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Comprehensive Financial Planning

As financial planners, we provide the vital service of helping clients develop financial goals and a plan to achieve them. Goals may include retiring comfortably, funding a child’s or grandchild’s education, or leaving their heirs a large estate. Kolinsky Wealth Management utilizes our knowledge in comprehensive financial planning to identify the approach that works best for each client.

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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 helps KWM meet our client’s needs. As an independent firm, we have the ability to work with most major insurance carriers throughout the country.

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Privately Held Business Consulting

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

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