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 have carefully selected professionals to our team who are committed to delivering what we believe is an exceptional client experience.

Denise M. Duffy, JD

Vice President & Senior Financial Counselor

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Denise is a Senior Financial Counselor and a Principal of The Colony Group. She provides a broad range of sophisticated financial counseling services to wealth and investment management clients, using her expertise in taxation, estate planning, asset allocation, and investment management to create and implement strategies that help clients achieve their financial goals.

Prior to joining The Colony Group in 2000, Denise worked for the law firm of Parker Scheer, LLP. She is admitted to practice law in the Commonwealth of Massachusetts. She is a 4-time winner of the Five Star Wealth Manager Award, as published by Boston Magazine.*

Denise earned her Juris Doctor from Suffolk University School of Law and a Bachelor of Arts from the University of Massachusetts at Amherst.

 

 

*See important disclosures regarding awards and recognitions.