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.

Jeffrey T. Craig, CFP®

Vice President & Senior Financial Counselor

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Jeff is a Senior Financial Counselor and a Principal of The Colony Group. He counsels clients in all areas of financial planning and executive benefits and specializes in tax planning and return preparation. Jeff is a CERTIFIED FINANCIAL PLANNERTM professional and an Enrolled Agent authorized to represent taxpayers before the Internal Revenue Service.

Before joining the firm, Jeff was a Financial Advisor for American Express Financial Advisors where he worked with clients to develop financial plans. Previously, he held NASD Series 7, 63, and 66 licenses. He was named a “Five Star Wealth Manager” by Boston Magazine in 2016 and 2017.*

Jeff earned a Master of Science in Sports Management from the University of Massachusetts at Amherst and a Bachelor of Arts in Economics and Mathematics from Colgate University. He is an active member of the Colgate University Alumni Corporation. Jeff lives on the South Shore of Massachusetts with his wife and enjoys participating in triathlons, skiing, and traveling.

 

 

*See important disclosures regarding awards and recognitions.