Dear Professional Partner,
As a Wealth Management firm that has worked closely with Accounting firms and CPA’s for many years, we are well aware of the hard work and dedication you put forth during tax season.
This tax season you will review many Realized Gain/Loss reports, 1099-DIV statements, and 1099-INT statements for your clients investment accounts. Many of your clients may not be happy with their current portfolio and/or have not reviewed their investments in quite some time. As your partner we would like to offer your clients a complimentary portfolio review with no strings attached.
As an SEC Registered Investment Advisor, Kolinsky Wealth Management offers fee-based investment advisory services to individuals, corporations, and pension plans. We are pleased to provide you with this service and welcome the opportunity to speak with you about your clients specific situation.
For your review we have attached a A Guide to 2013 Tax Law Changes & More.
This guide provides bullet point information about the changes to the tax law for 2013 and can be used as a quick reference guide. We hope you enjoy the 2013 Guide.
Please contact us at the office to speak further about our complimentary portfolio review.
Jason M. Kolinsky, CFP®
CERTIFIED FINANCIAL PLANNER™ Professional
Kolinsky Wealth Management, LLC
50 Tice Boulevard, Atrium Level
Woodcliff Lake, NJ 07677
(201) 474-4014 Direct Line
(201) 474-4011 Main Line ext. 312
(201) 505-4879 Fax
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