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 Names Six New Principals
The Colony Group, LLC, a wealth management company with over $3.3 billion in assets under management, announced the elevation of Patrick Donnelly, CFP®, Rick Macdonald, CFA, CFP®, Erin Manganello, CFP®, Peter Mitrano, CFA, CFP®, Joseph Salvati, CFP®, and Janet Tighe, CFP®, as Principals. With the addition of these six individuals, the company’s senior leadership team now includes 28 Principals, highlighting its commitment to growing the firm.
Michael Nathanson, Chairman and CEO of The Colony Group, said, “The elevation of these six extraordinary individuals is the latest installment in The Colony Group’s multi-year commitment to building the deepest, most talented, and most capable team of professionals in the wealth management industry. We strive to ensure that our clients experience service excellence not only now but for generations to come, and these new principals will be integral in continuing to deliver the high quality, comprehensive financial advice that our clients have come to expect from us.”