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How does the advisor help clients – Key Takeaways:
Kolinsky Wealth Management, LLC is a financial advisory firm that provides expert guidance and services to clients seeking to achieve their financial goals. The firm offers a wide range of financial services, including investment management, retirement planning, tax planning, and insurance planning. They specialize in working with high-net-worth individuals and families, as well as small business owners.
Facts and Insights
Kolinsky Wealth Management, LLC has been in business for over 20 years, providing reliable and personalized financial advice to their clients. They currently manage over $500 million in assets and have a team of highly qualified advisors with extensive experience in the financial industry. Their approach to financial planning is based on their core values of integrity, transparency, and personalized service.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
Kolinsky Wealth Management, LLC offers a comprehensive range of financial services to help clients achieve their financial goals. Some of their main services include:
- Investment management
- Retirement planning
- Tax planning
- Insurance planning
Client Types
Kolinsky Wealth Management, LLC primarily works with high-net-worth individuals and families, providing them with tailored financial solutions to help them grow and protect their wealth. They also work with small business owners, helping them maximize their profits and plan for a successful future.
Fees & Compensation
Kolinsky Wealth Management, LLC is a fee-only firm, which means they do not receive any commissions or kickbacks for recommending certain investments. Their fees are transparent and based on a percentage of assets under management, ensuring that their interests are aligned with those of their clients. They also offer a free initial consultation to potential clients to discuss their financial objectives and determine if they are a good fit for the firm.
Background
The team at Kolinsky Wealth Management, LLC is led by Gregory Kolinsky, a highly experienced and knowledgeable financial advisor. Gregory has been in the financial industry for over 30 years and has received numerous accolades for his expertise, including being named a Barron’s Top Advisor for several consecutive years.
Financial Advisor Disclosures to Know
Kolinsky Wealth Management, LLC prioritizes transparency and puts their clients’ interests first. As such, they have no significant disclosures or disciplinary actions on their record, ensuring that clients can trust the firm’s integrity and ethical standards.