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 Attends Barron’s Conference of Top Advisors, Earns Additional Recognitions
The Chairman and CEO of The Colony Group, Michael Nathanson, and the firm’s Vice Chair, Robert GIovsky, were among the featured speakers at the 2014 Barron’s Top Independent Advisors Summit, recently held in Phoenix, AZ. Both executives have been featured speakers at prior Barron’s conferences. This year, they spoke about the industry-wide priority of succession planning for future generations of clients and advisors.
In its most recent list of “The Top 100 Independent Investment Advisors,” Barron’s magazine ranked both Nathanson and Glovsky among the top 25 independent investment advisors in the nation, the sixth time that each executive was included on the list. In the most recent ranking, Nathanson received the highest ranking among all Massachusetts-based advisors.