World Advisors Logo

Ramsey, NJ

Your Vision. Our Process.

We believe financial advice is about more than just having a plan. It's about having the right plan for you.

Banner Image

Kolinsky Wealth Management (KWM) is a full-service wealth management firm serving high net worth individuals and business owners throughout the US. Based in Ramsey, NJ, KWM provides a comprehensive range of financial solutions for their clients including Investment Advisory Services, Retirement Plan Design and Consulting, Wealth Transfer Planning, and Financial Planning. Steven Kolinsky is partnered with his sons, Jason, and Chad, ensuring a 2nd generation at Kolinsky Wealth Management. Kolinsky Wealth Management focuses on long term relationships, not products. Once we have a full understanding of your finances, we 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. The clients we serve are a remarkable diverse group. They range from successful entrepreneurs and business owners to high-net-worth families and corporate executives, all with a desire to nurture, grow and preserve their assets. No matter where you fit into this spectrum you can be sure that our commitment remains to serve every client as a unique individual with a customized program to help them meet their financial goals.

MEET THE TEAM

Steven Kolinsky

Steven Kolinsky

Managing Director

Jason Kolinsky, CFP®

Jason Kolinsky, CFP®

Managing Director

Chad Kolinsky, CFA®

Chad Kolinsky, CFA®

Managing Director

OFFICE LOCATIONS

Ramsey, NJ

500 Franklin Turnpike

Suite 104

Ramsey, NJ, 07446

201-474-4011
mon9:00 AM - 5:00 PM
tue9:00 AM - 5:00 PM
wed9:00 AM - 5:00 PM
thu9:00 AM - 5:00 PM
fri9:00 AM - 5:00 PM
satClosed
sunClosed

About World

World Investment Advisors is a leading financial services firm committed to providing real results. Form trusted relationships with experienced professionals who offer a deep bench of comprehensive wealth management solutions.

Wealth Planning & Investment Management

Personalized financial planning, portfolio design, investment strategy, and performance management.

Tax & Estate Planning

Risk management and estate planning to align your wealth with your financial plan, goals and legacy.

Retirement Plan Solutions

Customized retirement plan design, administration, and participant education.

Business Protection & Benefits

Personalized financial planning, portfolio design, investment strategy, and performance management.

Private Client Services

Exclusive strategies for complex financial needs, from multi-generational wealth to charitable foundations.