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

Jennifer Geoghegan Named The Colony Group’s Chief Marketing Officer & Advisor Coach

- The Colony Group Continues to Execute on Aggressive Growth Strategy

Jennifer Geoghegan has joined The Colony Group, LLC as the firm’s first Chief Marketing Officer and Advisor Coach.  Ms. Geoghegan is tasked with turbo-charging The Colony Group’s growth efforts across its offices in Massachusetts, New York, Virginia, and Florida.  This announcement comes on the heels of The Colony Group announcing its merger with CapGroup Advisors, based in Richmond, VA, bringing the firm to over $5 billion in assets under management.

Read the press release