People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

"At The Colony Group, we believe that the best solutions come from a holistic, team approach to managing your wealth."

Cheryl L. Wilkinson, CFP®

Executive Vice President & Senior Financial Counselor

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Cheryl is the Vice President of Colony Wealth Management, a Senior Financial Counselor, and a Principal of The Colony Group. She works with both individual and corporate clients to design and implement personalized wealth management plans focused on tax efficiency, philanthropy, and the utilization of equity-based compensation and benefit plans. Cheryl is a CERTIFIED FINANCIAL PLANNER practitioner, an Enrolled Agent before the Internal Revenue Service, and formerly served as a Quality Control Officer of The Colony Group.

Prior to joining The Colony Group, Cheryl was employed as a Financial Counselor for The Ayco Company, L.P., where she provided financial counseling and tax services for senior executives of Fortune 500 Corporations throughout the southeastern United States. Cheryl earned a Bachelor of Science in Finance from Siena College.

In her free time, Cheryl enjoys spending time with her children and is active in her community. She also volunteers her time as a board member of Make-A-Wish® Massachusetts and Rhode Island.