W

Welinsky and Welinsky CPAs

Updated today

Client assets under management

$0

Clients

10

0% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

3

Very Low

Average account size

$0

About

Welinsky and Welinsky CPAs is a certified public accounting firm that provides tax and accounting services and also operates in an investment-adviser capacity. The firm serves a small number of mainly individual, non–high-net-worth clients.

Instead of offering direct portfolio management, the firm refers clients who seek investment services to brokerage firms with which it has working relationships. It does not use percentage-of-assets (AUM) fee arrangements, and its advisory activities center on tax, accounting, and referral services.

Being a CPA practice that functions as an investment adviser chiefly through referrals is uncommon among similar supported firms. Its small scale, focus on non‑HNW individuals, and explicit absence of portfolio management and AUM-based fees distinguish it from peers that typically provide direct portfolio services.

Client services

Selection of other advisers None-send to broker-dealer

Main office location

Welinsky and Welinsky CPAs

Cliffside Park NJ, United States

Number of offices

1

Most active in

New Jersey

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Beth G

Series 65

Cliffside Park, NJ

Welinsky and Welinsky CPAs

Beth Guttman is a Series 65-licensed financial advisor with Welinsky and Welinsky CPAs in Cliffside Park, NJ. She has been with the firm since 2014. Welinsky and Welinsky CPAs is a certified public accounting firm that provides tax and accounting services and operates in an investment-adviser capacity, serving primarily individual, non–high-net-worth clients. The firm focuses on tax, accounting, and referral services rather than direct portfolio management.

user avatar

Steven W

Series 65

Cliffside Park, NJ

Welinsky and Welinsky CPAs

Steven Welinsky is a financial advisor at Welinsky and Welinsky CPAs with 22 years of industry experience. He holds a Series 65 designation and has worked at the firm since 1984. Welinsky and Welinsky CPAs is a certified public accounting firm that provides tax and accounting services and operates in an investment-adviser capacity. The firm serves mainly individual, non–high-net-worth clients and focuses on tax, accounting, and referral services rather than direct portfolio management.

user avatar

Eileen W

Series 65

Cliffside Park, NJ

Welinsky and Welinsky CPAs

Eileen Welinsky is a Series 65-licensed advisor with over 21 years of industry experience. She has been with Welinsky and Welinsky CPAs since 1984, a firm she continues to work at in Cliffside Park, NJ. Welinsky and Welinsky CPAs is a certified public accounting firm that provides tax and accounting services and operates in an investment-adviser capacity. The firm serves mainly individual, non–high-net-worth clients and focuses on tax, accounting, and referral services rather than direct portfolio management.

Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")