Welcome to the smart choice in wealth management ™
When it comes to wealth management, there’s one wealth advisory firm that stands out from the crowd. Partly because of what we do. Mostly because of who we are and how we do it. We’re The Colony Group, the smart choice for building, managing and preserving your wealth.
What we do: The Colony Group works with high net worth individuals and their families, busy corporate executives, retirees and select institutions all across the nation—delivering deep expertise that goes far beyond investment management and encompasses asset allocation, tax and estate planning, retirement planning, risk management, philanthropic planning and the full array of financial counseling services.
How we do it: We are a fiduciary, fee-only wealth advisory firm, which means we offer objective advice, not products. We believe in a solutions-oriented, team approach that includes financial planners, analysts, accountants and attorneys who are committed to integrating and implementing customized solutions for all your financial needs. By providing the highest level of personal service from some of the best minds in the business and adhering to the strictest standards of fiduciary excellence, we build trusted, long-term relationships that give our clients the necessary edge in an increasingly complex world.
The Colony Group in the News
The Colony Group Expands with Acquisition of Long Wharf Investors’ Business
Focus Financial Partners (“Focus”), LLC, the largest international partnership of independent wealth management firms, announced today that Long Wharf Investors (“LWI”), an independent Registered Investment Advisor with approximately $200 million in client assets, has merged into Focus’ Boston-based partner firm, The Colony Group (“Colony”). Also based in Boston, LWI principals Rod Macdonald and John Keller will join the Colony team. Following the close of the transaction, Colony’s assets under management will be approximately $3.75 billion.
Established in 1995, Long Wharf Investors has provided wealth and investment management services to more than 125 high-net-worth clients. The firm has served a wide range of clients, including individuals, families, trusts, foundations and non-profits. Mr. Macdonald and Mr. Keller were attracted to the opportunity to become part of a larger organization where they could serve the long-term best interests of their clients and create a succession plan for the future.