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
Financial Planning: $3B RIA: Colony Group Snaps Up Prosper Advisors
Make that one more emerging regional RIA powerhouse.
Less than two weeks after a Dealmakers Summit in Santa Monica highlighted the fast-growing number of RIAs striving to be regional powers, Boston-based Colony Group has expanded its footprint by acquiring Prosper Advisors, based in the wealthy New York suburb of Armonk, N.Y.
Successful firms following a regional acquisition strategy “have some common characteristics,” says Michael Nathanson, chairman, CEO and president of Colony, a Focus Financial Partners firm. “They have to have the infrastructure to focus resources on acquisitions without diminishing service to clients. They also have to have capital, credibility and some level of expertise and experience.”
The deal, which closed last week, gives the 27-year-old Colony more than $3 billion in client assets, including Prosper’s $300 million — nearly double the assets Colony had when it joined Focus two years ago