Steven Kolinsky

Financial advisor Steven Kolinsky has worked in the industry for over three decades and established Kolinsky Wealth Management, LLC, in Woodcliff Lake, New Jersey, in 1982. A full-service firm, Kolinsky Wealth Management is dedicated to helping clients meet their financial goals through customized plans. Steven Kolinsky and his staff build solid relationships with other professionals, including lawyers and accountants, to provide exceptional customer service. The firm helps a variety of clients, ranging from small business owners to corporate CEOs, as well as individuals and families. Steven Kolinsky and his staff have particular experience assisting high net worth clients. Steven Kolinsky and his fellow experienced professionals offer investment advisory services, providing guidance with institutional asset management, asset allocation modeling, fixed-income strategies, mutual funds, ETF portfolio solutions, and alternative investments. Kolinsky and clients work together to establish a plan that the firm monitors in order to ensure that clients remain on track to achieve their financial goals. For clients concerned about the financial security of their loved ones, Steven Kolinsky offers wealth transfer planning services. The firm addresses family income requirements, the liquidity of the estate, estate taxes, and asset distribution in establishing such plans. Additionally, Kolinsky Wealth Management principals offer retirement plan design and are knowledgeable about 401(k)s, profit-sharing plans, and defined benefits plans. Before establishing his wealth management firm, Steven Kolinsky attended Pace University and studied business administration. After graduating, he worked as an insurance agent and stockbroker. Kolinsky has been named a Chartered Life Underwriter and a Chartered Financial Consultant by The American College, and he participates in professional organizations such as the Million Dollar Round Table, the American Association of Life Underwriters, and FINRA. In addtional to his Registered Investment Advisor status with Kolinsky Wealth Managment, LLC, he is a Securities Broker with Allied Beacon Partners, Inc. In his free time, Steven Kolinsky enjoys golfing, fishing, reading, and attending the theater. He formerly functioned as the President of The Jewish Federation of Rockland County in New York.

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