Kolinsky Wealth Management

EST. AUM
$493,754,690

CONTACTS
3

CLIENT ACCOUNTS
1,461

Firm Details

Metro area New York City
CRD Number 153763
Website kolinskywealth.com
Client types

Overview

In 1982, Steven Kolinsky established Kolinsky & Associates, which he developed over the subsequent three decades into Kolinsky Wealth Management, an SEC registered investment advisor. Steven Kolinsky serves as the Managing Member and operates the company alongside his two sons, Jason and Chad Kolinsky, who have joined the family enterprise. As a second-generation firm and a strong advocate of the entrepreneurial spirit, Kolinsky Wealth Management consistently looks toward the future to guarantee the success of its clients and community for future generations. Kolinsky Wealth Management places emphasis on relationships rather than products. Before presenting ideas, the company collaborates with clients to analyze their individual needs, objectives, and investment challenges. Only after gaining a thorough understanding of a client's financial situation does the firm proceed to develop a customized solution tailored to their unique needs.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Kolinsky Wealth Management

Platform Details

Investment Preferences

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