Welcome to the smart choice in wealth managementTM
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
Six Counselors at The Colony Group recognized as Five Star Wealth Managers™
Boston Magazine named six Colony Group Senior Financial Counselors to its recently published list of “Five Star Wealth Managers.” Robert Glovsky, Cary Geller, Elisabeth Talbot, Denise Duffy, Peter Mitrano, and Ted Schiela were specifically recognized for their expertise and service excellence in the preparation and implementation of clients’ financial plans.
“We are thrilled with our recognition as Five Star Wealth Managers because the nominees were chosen in part by a local community of high-net-worth clients,” said Robert Glovsky, Vice Chair and Senior Financial Counselor. ”This is the fourth time that members of our talented team have made this exclusive list, and we believe that our inclusion on the list reflects our pursuit of delivering the highest caliber of client service,” added Michael Nathanson, President and Chief Executive Officer.
Boston Magazine and Five Star Professional conducted extensive research looking to find wealth managers, CPAs, and estate planning attorneys that have a proven record of excellence in client service. The list of Five Star Wealth Managers was compiled from more than 19,000 wealth managers, CPAs, and estate planning attorneys in the Boston area, with nominees selected on 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Five Star Professional also contacted nearly 17,000 potential consumers of wealth management services to uncover positive and negative experiences, which were also factored into the nomination process. From these select nominees, a panel chose the ultimate recipients, which make up less than 4% of wealth managers in the Boston area.
Awards & Recognitions for The Colony Group
Ranked nationally among top 100 independent investment advisors by Barron’s
Winner of the Best-in-Business IMPACT Award®, part of Charles Schwab & Co., Inc.’s IMPACT Awards program, which recognizes an independent investment advisory firm that has elevated business management to new levels of excellence and achieved exceptional business results
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