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.

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The Colony Group in the News

The Colony Group Announces Colony Women and Wealth Connect, Led By Veteran Financial Counselors Nadine Lee and Elisabeth Talbot

Launch Event in Boston Draws Area Professionals and Clients

Boston, MA – June 16, 2015 – The Colony Group, LLC announced the official launch of its community for female clients and professionals, Colony Women and Wealth Connect.  The launch event in Boston, Thoughtful Giving Journeys, drew many talented women who engaged in a lively discussion about their past and future philanthropic efforts.

“For many years our financial counseling teams have spent considerable time building up the financial education and confidence of our female clients as we work together to manage their wealth.  We are true believers in the power of community…”

Read the press release