The Advisor Who Can Help You Manage Your Finances – Key Takeaways:
Kolash Wealth Strategies, LLC is a highly trusted and experienced financial advisor, providing clients with personalized strategies to help them reach their financial goals. With a wealth of knowledge and expertise, this firm has become a go-to for individuals, families and businesses seeking financial management services.
Facts and Insights
To better understand the scope and success of Kolash Wealth Strategies, below are some key figures to consider:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 billion | 12 | 20 years |
Financial Services Offered
Kolash Wealth Strategies offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Insurance Analysis
Client Types
This firm caters to a variety of clients, including:
- Individuals
- Families
- Small Businesses
- High Net Worth Individuals
- Corporations
Fees & Compensation
Kolash Wealth Strategies believes in transparency and aims to provide their clients with a clear understanding of the costs associated with their services. Their fees are based on a percentage of assets under management, typically ranging from 1% to 2%. They may also charge a one-time planning fee for certain services. Clients can rest assured that this firm does not receive any commissions or third-party payments, ensuring unbiased financial advice.
Background
Kolash Wealth Strategies was founded in 2001 by CEO and Chief Investment Officer, Mary Kolash. With decades of experience in the financial industry, Mary has built a team of knowledgeable and dedicated advisors who share her passion for helping clients achieve financial success. The firm remains independent, meaning they have no affiliation with any brokerage or investment company, allowing them to provide unbiased advice to their clients.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest a financial advisor may have. For Kolash Wealth Strategies, there are no disclosures to report on their record with the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). This ultimately means that the firm has a clean record and operates with high ethical standards.