Premier Consulting Partners Competitors

Kolinsky Wealth Management, LLC is a full-service wealth management firm serving high net worth individuals and business owners since 1982. We provide a comprehensive range of solutions designed to meet your financial goals.Kolinsky Wealth Management focuses on relationships, not products. Only after we have a full understanding of your financial picture do we begin to construct a customized solution that suits your unique needs. We succeed by developing trusting relationships with our clients—working closely with attorneys, accountants and other professionals to create personalized wealth management strategies tailored just for you.For more information about Kolinsky Wealth Management, LLC and the services we provide, please contact Jason Kolinsky at 201-474-4014 or send an email to jkolinsky@kolinskywealth.comAdvisory services offered through Kolinsky Wealth Management, LLC an independent registered investment adviser. Securities offered through The Strategic Financial Alliance, Inc. (SFA), member FINRA/SIPC. Insurance products offer through Kolinsky Financial Group, Inc. SFA is not affiliated with Kolinsky Wealth Management, LLC and Kolinsky Financial Group, Inc. Supervisory Office: 678.954.4000Investments in securities involve risk, including the potential loss of principal invested. We do not provide customer service or enable financial transactions through this site. Should any client have questions or concerns that are specific to his or her account, please contact our office directly. Do not post personal, account or transaction information anywhere on this site.

Strata Financial Services is a comprehensive wealth and risk management services firm. We provide investment and insurance guidance for individuals, families and companies seeking to protect their wealth and optimize their financial future. Because we are an independent firm with access to a broad range of top-tier resources, we are able to offer an unbiased, objective approach to servicing your investment and insurance needs. We use our extensive experience, expertise and resources to recommend the most effective solutions and help clients gain financial peace of mind.

Copper Canyon Wealth Management is a full-service financial services firm providing comprehensive investment management, insurance services, financial, retirement, wealth and estate planning, as well as, individual and corporate trust services. Trusting relationships are the foundation of our investment and wealth planning practice, and we're committed to fostering our business and personal relationship with your family. In doing so, we'll maintain the highest standards of integrity and professionalism.Through a collaborative planning approach, we'll work in partnership to prepare a financial plan designed to serve and protect the best interests of your family. From this foundation, we'll implement appropriate investment, insurance and wealth management strategies to proactively address your goals and concerns. We'll consistently provide detailed information and deliver exceptional service and suitable products. Addressing life's financial challenges and educating you about appropriate choices are what we do best as wealth management professionals. Our word is our bond, and our clients' interests always come first. We look forward to working with your family.Securities & Financial Planning offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.For a list of states in which the Financial Advisors of Copper Canyon Wealth Management are registered to do business, please visit their website at www.coppercanyonwealth.com.