Ramsey, New Jersey, United States
WHAT I DO: I help business owners and professionals develop personalized strategies to manage tax exposure and plan for retirement—without unnecessarily compromising their lifestyle. Many investors focus on accumulating wealth during their working years but may overlook the complexities of the distribution phase. Our goal is to help bridge that gap with thoughtful, customized planning. WHO I HELP: I work primarily with successful business owners and professionals who are within 15 years of their desired retirement timeline, including: • Engineers • Architects • Real Estate Professionals • Entrepreneurs and Business Owners • Corporate Executives WHY CLIENTS WORK WITH US: At Kolinsky Wealth Management, we strive to help clients plan confidently for retirement—whether on their target schedule or earlier—by designing income strategies aligned with their financial and lifestyle goals. We help address concerns such as: “When can I retire?” and “Will I have enough to maintain my lifestyle?” WHAT SETS US APART: As fiduciaries, we are committed to acting in the best interest of our clients. We guide clients through the process of clarifying their retirement income needs, exploring diversification strategies, and managing risk. This may include evaluating alternative investments such as private real estate, which may carry unique benefits and risks. HOW IT WORKS: We follow a structured and client-centered process designed to bring clarity and simplicity to retirement planning. It begins with a no-obligation call to understand your current financial situation, future goals, and whether our team is a good fit to support your journey. READY TO CONNECT? You can reach me directly here on LinkedIn, email me at [email protected], or call me at 201-474-4013 to schedule an introductory conversation. Advisory services offered by World Investment Advisors, LLC. Securities offered by World Investments, LLC member FINRA/SIPC. World Investment Advisors, LLC is affiliated through common ownership with World Investments, LLC. Kolinsky Wealth Management is unaffiliated with either World Investment Advisors, LLC or World Investments, LLC. This communication is for informational purposes only and does not constitute personalized investment advice. Investments in securities and alternative assets involve risk, including the potential loss of principal. Past performance is not indicative of future results. Diversification does not ensure a profit or protect against loss in a declining market.
Comprehensive Financial Planning for individuals and business owners. Retirement Planning and 401k consulting. Investment and Asset Management. Personal financial data aggregation and analysis.
Gamitee develops a social ecommerce platform that allows users to experience ecommerce just as real life shopping – together.
Oversaw the multi-faceted due diligence process of buying and selling over 6,000 mortgage loans. Managed legal negotiations over trade terms, loan level due diligence, and post-closing obligations. Created and maintained a loan database containing 8,000 loans, which streamlined portfolio management. Established procedures for a collateral management system. Coordinated obtaining loan documents and assessed exception reports to remedy collateral issues. Acted as the liaison between the desk and buyers, sellers, vendors, and other third parties.
Analyze sales and inventory in order to efficiently allocate product and maximize store performance. Run selling analyses by size to ensure proper allocations and product purchases. Partner with planners and merchants to schedule and discuss future deliveries. Resolve allocation issues and store inventory call-outs from mangers in the US and Canada.
Update, maintain, and publish weekly sales and inventory reports for Men’s division and executives. Proficient in Business Intelligence Software (TARGIT) used for data mining and analysis. Design and generate Excel / TARGIT reports for receivables and product performance recaps. Communicate promotions and troubleshoot issues with all stores in the US and Canada. Utilize key performance indicators to analyze and project product buys, budgets, and sales. Collaborate with planners and merchants to develop innovative strategies to increase future sales.