Kolinsky Wealth Management, Lehner Carroll Shope Capital Management, OakPoint Investment Partners and Life Income have affiliated with member firms of SFA Partners to add $216 million of client assets to its platform, the company announced today in a news release.

Kolinsky Wealth Management, based in Ramsey, N.J.is led by Stephen Kolinsky, Jason Kolinsky, and Chad Kolinsky. The firm has registered with SFA for their $80 million broker-dealer business. The firm also oversees $140 million through its retirement plan business and manages over $230 million in assets through its own RIA.

Lehner Carroll Shope Capital Management, with offices 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. They also bring approximately $36 million to SFA in broker-dealer business. 

OakPoint Investment Partners, located in Southfield, Mich., is led by Rebecca Abel. She has affiliated with Strategic Blueprint, where she manages $35 million in advisory assets. 

Roger Woodruff leads Life Income in Salem, S.C. He manages $35 million in advisory assets through Strategic Blueprint.

The SFA Partners family of companies is comprised of 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.