Kolinsky Wealth Management, LLC 50 Tice Boulevard Category: Financial Advisory Services
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More Contacts Of Kolinsky Wealth Management, LLC
http://twitter.com/KolinskyWealth (Twitter)
Company representatives
Phone: 201-474-4014
About Kolinsky Wealth Management, LLC
At Kolinsky Wealth Management, we offer comprehensive financial planning services to high-net-worth clients and closely held business owners.
Investment Advisory Services:
* Asset allocation modeling
* Individual portfolio strategies
* Premier investment managers
* Ongoing reporting & monitoring
* Financial planning
Estate Planning & Wealth Transfer:
* Estate tax reduction strategies
* Tax-advantaged wealth transfer
* Income protection planning
* High-Net-Worth Tax Planning
* Estate liquidity needs
Insurance Planning:
* Life insurance strategies
*Disability Income Insurance
*Long Term Care Insurance
Business Planning & Executive Benefits:
* Buy-sell agreements
* Profit sharing, 401 (k), and defined benefit plans
* Combination & hybrid plans
* Life insurance strategies
*COLI
*Retirement Plan Consulting
Products and Services
- Financial Advisory Services
- Wealth Management & Estate Planning
- Life Insurance, Disability Ins. & LTCI
Opening Hours
We are open Monday through Friday. Call for Holiday hours. Website and phone support are available 24/7
- SundayCLOSED
- Monday8:00 AM to 6:00 PM
- Tuesday8:00 AM to 6:00 PM
- Wednesday8:00 AM to 6:00 PM
- Thursday8:00 AM to 6:00 PM
- Friday8:00 AM to 6:00 PM
- SaturdayCLOSED
Business categories
- Pension and Retirement Plan Consultants
- Estate Planning
Location Type
Headquarters
Revenue
$1,500,000 - $1,750,000
Employees
5 to 9
Years In Business
42
Brands
- Envestnet Platform
- Ash Brokerage
- Clark Capital Management Group
- Inc.
Rating
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