A complete list of active advisors currently associated with Kolash Wealth Strategies, LLC

Warmer can help you find a great advisor at Kolash Wealth Strategies, LLC or one who fits your needs even better.

Kolash Wealth Strategies, LLC is an independent, single-advisor registered investment adviser that provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, and employer retirement plans. Services include ongoing investment supervisory services guided by an Investment Policy Statement and fee‑based financial planning offered on fixed or hourly terms. The firm constructs client portfolios using a mix of fundamental, technical, and cyclical analysis and documents risk tolerance and objectives in each client’s Investment Policy Statement. Strategies can include long‑ and short‑term trading and, when appropriate, margin transactions and options writing; accounts are reviewed at least quarterly and the adviser generally acts with discretionary authority. A distinguishing feature is the adviser’s affiliation with an accounting firm and status as a certified public accountant, which the brochure says can lead to coordinated accounting and tax‑related services alongside investment advice. The brochure also discloses an outside activity as a professional volleyball official (limited hours), and the firm’s small scale—roughly four dozen client relationships and about $10.5 million in assets under management—means clients typically work directly with the sole adviser.

To learn more about the advisors currently working at Kolash Wealth Strategies, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.