Kolash Wealth Strategies, LLC is a fee-only Registered Investment Advisor, based in Appleton, Wisconsin, focused on consolidating your affairs with a friendly financial planner who will act as your conscience while designing strategies to provide you with the answers you need, in a comprehensive, yet simple, package. Whether you are wealthy, or strive to be, your financial advisor is here to guide you along your path.
Services
Each of us desires answers to our financial questions, and strategies to help us fulfill our needs and wants. There is certainly no shortage of investment and insurance products. There continues to be a growing number of computerized calculators, newsletters, and on-air personalities offering generic advice to the mass markets.
Managing risk and volatility is key to protecting and growing your nest egg while you travel along the path toward tomorrow's goals. Every investment strategy begins with a blend of Safety, Income, and Growth. The key is to blend these in appropriate proportions to create an investment model that helps you achieve your specific wants and needs, yet minimizes the associated risks and volatility, to allow you to sleep comfortably every night.
I earned my Bachelor of Business Administration degree in finance and accounting, plus a minor in economics from the University of Wisconsin-Oshkosh. Over the following years I earned my Certified Public Accountant (CPA) license, my Certified Financial Planner (CFP(R)) certificate, along with my share of securities and insurance licenses.
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