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 Ranked Among Financial Times’ Top 300 Registered Investment Advisors
Focus Financial Partners, LLC, the largest partnership of independent wealth management firms, today congratulates The Colony Group, a Boston-based Partner firm, for being recognized in the first annual “Financial Times Top 300 Registered Investment Advisors” ranking by the Financial Times, a leading financial industry newspaper. The Colony Group has regularly been featured on lists of top advisors. In its most recent list of “The Top 100 Independent Investment Advisors,” Barron’s ranked Colony Group executives Michael Nathanson and Robert Glovsky among the top 25 independent investment advisors; this is the sixth time each have been included in the ranking.
“Focus is extremely proud of The Colony Group for being recognized on the inaugural FT 300 list, and we celebrate their accomplishments,” said Rajini Kodialam, Co-founder and Managing Director of Focus. “This prestigious ranking is another testament to the caliber of The Colony Group team and the independent wealth management industry as a whole.”