SFA Partners, a group of independent advisor-focused entities, has recruited four wealth management firms: Kolinsky Wealth Management, Lehner Carroll Shope Capital Management, OakPoint Investment Partners, and Life Income. Together, the offices have more than $585 million in client assets – more than $200 million of which has been added to platforms under the SFA Partners brand.
SFA Partners encompasses The Strategic Financial Alliance (SFA), an independent broker-dealer and corporate RIA; Strategic Blueprint, an independent RIA geared to serving fee-based advisors; and SFA Insurance Services.
Kolinsky Wealth Management, based in Ramsey, New Jersey, is led by Stephen Kolinsky, Jason Kolinsky, and Chad Kolinsky, who have registered with SFA for their broker-dealer business, which encompasses approximately $80 million in assets. It also oversees $140 million through its retirement plan business and manages more than $230 million in assets through its own RIA. The Kolinsky’s were previously registered with American Portfolios Financial Services.
Lehner Carroll Shope Capital Management, based in Perrysburg, Canfield and Canton, Ohio, is led by managing partners Brian Lehner and Amy Shope. The firm will offer advisory services through Strategic Blueprint, where they directly manage about $30 million, and they also bring approximately $36 million to SFA in broker-dealer business. Lehner and Shope were previously registered with Berthel, Fisher & Company and BFC Planning Inc.
OakPoint Investment Partners, based in Southfield, Michigan, is led by Rebecca Abel and has affiliated with Strategic Blueprint where she manages $35 million in advisory assets. Abel joins from Ameriprise.
Life Income, based in Salem, South Carolina, is led by Roger Woodruff who manages $35 million in advisory assets through Strategic Blueprint. Woodruff were previously registered Securities America, Inc.
The Strategic Financial Alliance Inc. serves approximately 150 independent financial advisors across the country, collectively supporting approximately $5 billion in advisory and brokerage assets.