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.

"We view it as our responsibility to efficiently and effectively coordinate our clients’ financial lives so they can have more time to do what they WANT to do."

Christopher S. Holton

Financial Counselor

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As a Financial Counselor at The Colony Group, Chris assists high-net-worth families and individuals efficiently orchestrate all aspects of their financial lives, including but not limited to, protection and sustainability planning, asset management, income tax and estate planning. Chris communicates with clients regularly, with the main priority being to simplify their lives so that they may focus their attention on family, friends and business.

Before joining the firm, Chris was an Associate Wealth Strategist at US Trust, Bank of America Private Wealth Management and prior to that he was with The Ayco Company, L.P.  At both organizations Chris provided wealth management services to corporate executives, high net worth individuals and their families.  Chris specialized in working with executives at both very large Fortune 1000 companies as well as smaller, privately held companies.  Drawing on his experience, Chris works with companies to introduce corporate level sponsored financial counseling programs for the executives and key employees thus allowing for more productive and efficient use of the most valuable commodity – time.

Chris earned a Bachelor of Science in Marketing and minored in Economics at Plymouth State University.  He continued on at Plymouth State to earn an MBA with a concentration in Investment and Finance.

Chris’ personal time is spent primarily with his wife and son.  Together, they enjoy being involved in the community through youth sports programs and volunteering at various charitable organizations.  When they are able to get away, they generally keep very active in outdoor activities including hiking, biking, and golf with extended family and friends.