Founded by Steven Kolinsky in 1982, Kolinsky Wealth Management (KWM) is a full-service wealth management firm serving high net worth individuals and business owners throughout the US. Based in Ramsey, NJ KWM provides a comprehensive range of financial solutions for their clients including Investment Advisory Services, Retirement Plan Design and Consulting, Wealth Transfer Planning, and Financial Planning.
Steven is joined by his sons, Jason and Chad, ensuring a second generation at Kolinsky Wealth Management, LLC. Kolinsky Wealth Management has decades of experience, trust and dedication that can help your financial needs. Kolinsky Wealth Management focuses on long term relationships, not products. Once we have a full understanding of your finances, we construct a customized solution that suits your unique needs.
Steven is joined by his sons, Jason and Chad, ensuring a second generation at Kolinsky Wealth Management, LLC. Kolinsky Wealth Management has decades of experience, trust and dedication that can help your financial needs. Kolinsky Wealth Management focuses on long term relationships, not products. Once we have a full understanding of your finances, we construct a customized solution that suits your unique needs.
Services
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. Steven Kolinsky is the Managing Member and runs the company with his two sons Jason and Chad Kolinsky who have joined the family business.
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. 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.
Advisory Services offered through Kolinsky Wealth Management, LLC an independent Registered Investment Advisor, Securities offered through The Strategic Financial Alliance Inc. ( SFA ) Member FINRA, SIPC Kolinsky Wealth Management, LLC is not affiliated with The Strategic Financial Alliance Inc., Insurance Products offered through Kolinsky Financial Group, Inc.
We are an independent SEC 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.
Privately held Businesses 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.
