Additional business details
The Colony Group is a nationally recognized wealth management, financial planning and investment management firm serving a full suite of financial services and emphasizing a personalized approach for our clients. We see wealth the way our clients do, as a tool empowering a life well-lived now and into the future. Our extensive experience enables us to serve successful individuals and families including executives, entrepreneurs, professionals, athletes, and family office clients, as well as institutions and non-profit organizations.
Financial Advisor, Financial Planning, Investment Management, Tax Planning, Estate Planning, Philanthropic Planning, Risk Management, Cash Management, Concierge Services, Asset Management, Multi-generational Wealth Planning, Wealth Management, Dispute Resolution