Kolinsky Wealth Management provides comprehensive information and guidance in wealth management
Our proven professional expertise is leveraged by access to highly specialized teams of expert technical planners. Our principals consult with specialists in such areas as tax law and complex accounting issues.
We provide comprehensive information and guidance in such wealth management areas as:
- Protecting assets and preserving wealth
- Minimizing taxes
- Managing risk
- Managing cash flow
- Life insurance planning
- Coordinating estate distributions
- Managing family business succession planning
- Maintaining control over personal financial affairs
- Establishing leveraged funding strategies
- Implementing annuity arbitrage
- Increasing charitable giving potential
